Our knowledge and insight into the stock market enables us to craft an investment portfolio uniquely tailored to you. Through ongoing collaboration and monitoring, our team is able to discover new avenues for you to invest your wealth and accomplish your goals. In addition to managing your investments, we’ll educate you on the rationale behind each investment decision so you’re well-versed in the logic of our approach.
When you work with us, we will:
Identify Your Short- and Long-Term Objectives
As these objectives change, we’ll strategically adjust our approach according to the current state of the market so you continue to generate returns.
Determine Your Optimal Risk Tolerance
Through a series of questions, we’ll pinpoint the exact amount of risk needed for you to achieve your goals and remain confident in our services.
Follow a Timeline That’s Right For You
After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for achieving your returns.
Develop an optimal asset allocation
After reviewing all of your investments, we develop an overall asset allocation and diversification plan to help you achieve your target return with the least amount of risk.
Select the best of breed managers
We have access to many institutional money managers at reduced pricing and lower minimums. We use individual stock portfolios, individual bonds, index and active managers where it makes sense.
Discuss alternative investments
Not all investors want stocks and bonds. For more sophisticated investors, we have access to private equity, private loans, hedge funds, managed futures, and private real estate partnerships.
Provide on-going monitoring
Clients hire us to oversee their asset allocation, provide investment guidance, hire and fire managers, re-balance the portfolio when it makes sense, provide tax-loss harvesting to reduce taxable gains, and keep them abreast of the latest trends and opportunities in the investment world.