If you would like any further information about our fee-based asset management or other areas of investing, please contact us.
Getting to know you – your values, financial needs,and lifestyle is always worthwhile because it helps us help you.
Allow us to implement a customized investment strategy based on your unique needs.
We continually review your financial situation, communicate clearly what needs to be done, and carry out any necessary adjustments to realign your investment strategy with the rest of your plan.
As you get closer to achieving your goal, we will look for ways to reduce risks and to protect what you have accumulated.
We encourage you to be disciplined and resistant to emotional response, so that we can help you succeed.
Success is not outperforming your neighbors and coworkers or beating an industry benchmark, but achieving a long-term personal rate of return that meets your goals. We do this by selecting management teams with proven track records, low expenses, and disciplined approaches. Next we incorporate them into a customized portfolio based on your capacity for risk, your tax situation, your life goals and your time horizon. After the initial portfolio is constructed, we continue to monitor progress and modify as needed.
Just as each client is unique, so is his or her portfolio. Based on life goals, risk capacity, tax situation, and ideal time frame, we design portfolios that are customized to each client’s needs.
Through our extensive industry experience we select securities based on what value they bring to the overall portfolio. We select money managers who have been “serial winners” through good and bad markets and are disciplined in their investment approach.
We continually monitor our security selection. Although short-term underperformance is a possibility for even the best managers, a change in security fundamentals may warrant heightened focus.
We believe it’s imperative to always have an exit strategy. Over time, as fund managers change, fund expenses increase, and/or funds become undisciplined in their investment approach. We are prepared to decide when to take action.
Invested in designated equity sectors at all times
Flexible investment mandates allowing managers to allocate capital on a worldwide level across various asset classes
Asset classes that tend to move independently, relative to the rest of the markets movements
Investment in worldwide debt markets