Investment Management
Every individual and family has unique goals and needs and require an investment strategy tailored to meet them.
Like our financial planning, listening to our clients is the single most important act in our investing process. Finding the right investing solution all flow from our conversations.
Investment Process
Like building your overall plan, investment plans require both strategic planning and tactical responsiveness. Furthermore, we search the entire investing universe to find the best companies, the best managers and the best opportunities for our clients
- Strategic Planning - We work with the client to establish goals, define risk tolerance and gather resources.
- Portfolio Construction - We build our portfolios opportunistically; that is, we invest when we believe investments are fairly priced to future conditions.
- Ongoing Management - As the portfolio changes, we adjust positions to ensure that we stay within your risk parameters and are diversified within different sectors of the market.
- Client Communication & Reporting - Regularly scheduled communication ensures that our clients understand why we make decisions and that your investments align with your present life circumstances.
Opportunistic Investing
Where to invest
We are not beholden to any larger institution and we use our independence to search for the best investments within the entire financial universe. Our main guiding principal is to invest opportunistically; that is, we only seek to invest at prices that we believe are favorably compared to future earnings. We believe a mixture of asset classes, publicly and non publicly traded companies as well as insurance products provide the best long term outcome for our clients.
Investment Objective
We do not invest to "beat the market" but rather to achieve our client's goals. Each of our client's goals is unique to them and we believe each client deserves a plan that works for them, not to measure against some theoretical index.
Financial Tools
Depending upon the client's goals, risk tolerance and investing temperament, we will utilize what we consider the best tool for the job. The include Funds (ETF's and Mutual Funds), insurance products, non-publicly traded companies (alternative investments) and portfolios built from individual stocks and bonds.