Our investment process reflects our strong commitment to our fiduciary responsibility to place clients’ interests ahead of our own. Our process is client-focused, strategic, disciplined, diligent, and, above all, objective.
We take an asset allocation approach to investment, and while due diligence at the stock or bond level is important, we focus on the dynamics of the total portfolio. Each position and strategy plays a part in adding to the risk/return profile of the portfolio, helping to improve the ratio of expected return vs. standard deviation.
We are often asked how we are different from other money managers. Without hesitation, our answer is that we are independent advisors, with complete latitude to align ourselves with the finest and most highly respected institutional managers available. We are passionate about the added value that such managers bring to a relationship and are pleased to be able to provide this to our clients.
In our role of “Manager of Managers” we’ve chosen the best in class “Core” managers but also open up a client’s portfolio to critical “Satellite/Alternative Strategies” not traditionally available or used by institutions (hard asset funds, REITs, Equipment Leasing, Hedge funds, Private Equity, Managed Futures, etc.). This is one more way we enhance our clients’ investment experience.
This is one of the most critical keys to success for Individuals and small or mid-sized businesses. This utilizes fundamental planning to develop and use strategies that will maintain an adequate cash flow for a family and/or business. Pay yourself first!
Satellite and often non-correlated strategies; Managed Futures, Hedge Fund of Funds, REITS, Equipment Leasing, Oil & Gas Programs, Private Equity, Senior Loan Floating Rate Debt Portfolios.
Open architecture, plan design flexibility, unique proprietary Cash Balance designs, competitive pricing and fiduciary oversight, strict adherence to the latest DOL and FINRA guidelines and regulations.
Get Financial Independence Update to provide monies for the Go Go, Slow Go and No Go retirement years.
Analysis of current portfolio, risk and return insights, return attributes, avoiding mutual fund overlap, managing for risk in normal, excessive and extreme market environments, advocating for transparency and employing risk mitigation tools.
Our Independent firm allows for access to many top tier institutional money managers and investment firms.
Provide both additional protection and ability to reduce taxes and super charge estate planning.
Asset allocation driven process - focus on the dynamics of the total portfolio. Each strategy/solution plays a part in adding to the risk return profile of the total portfolio, helping to improve the ratio of expected return vs. standard deviation.