Appreciation for both what the individual is trying to accomplish & achieve, and what the advisor is attempting to accomplish for the benefit of the client

Science With the continued evolution of computer science and computing capacities increasing, the science of mathematics and its effect on asset management is undeniable.

Understanding of what basic principles are being applied in portfolio theory & how they can affect asset performance. 

Comprehension It is impossible to manage assets without looking at the whole; piece-meal or myopic management loses its statistical validity unless applied to the sum of its parts

Integrity Acting with, understanding of, appreciation of and never deviating from Integrity... By both the client and the advisor

Statistics Currently the most robust method of measuring portfolio behavior, asset movement, fluctuation, correlation, and risk mitigation.