Our investment approach emphasizes Efficient Asset Allocation. In this approach, we borrow important concepts from the Modern Portfolio Theory by Nobel Prize winner Harry Markowitz. The Modern Portfolio Theory optimizes market risks for expected returns, emphasizing that risk is an inherent part of higher rewards.
Our principle behind the Efficient Asset Allocation approach takes a step further from the Modern Portfolio Theory. We consider the characteristics in various asset classes, market cycles and economic outlook, and utilize these factors to better allocate the portfolio using multifarious investment instruments, ensuring growth and value.
Our principle behind the Efficient Asset Allocation approach takes a step further from the Modern Portfolio Theory. We consider the characteristics in various asset classes, market cycles and economic outlook, and utilize these factors to better allocate the portfolio using multifarious investment instruments, ensuring growth and value.
Services
Founded in 2005, Ardent Capital is a fee based Registered Investment Adviser located in Los Altos, California. Ardent Capital does not take custody of clients' assets. We manage clients' portfolios within their brokerage or individual retirement accounts (IRA) through a limited power of attorney provided by clients' brokerage firms.
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