Compound returns without major draw downs. Our primary objective is to protect your hard earned capital and compound returns over time in order to help you meet your stated objectives. A 50% lose in your portfolio would require a 100% return just to break-even! We feel that keeping more money invested and compounding over time is the best way to protect and increase your wealth.
Trying to sift through the daily financial information that you receive from Wall Street to Washington can be challenging. Who is telling the truth? We believe having a disciplined, global risk management process without any inherent conflicts of interest is the proper way to invest and manage your lifetime savings.
The importance of a disciplined process cannot be stressed enough as it prevents you from making investment decisions based on emotion or "gut" feelings. Our risk management process measures and maps real-time economic data over different time horizons to assess risk in our client's portfolios and opportunities in the markets. The below points summarize how we view asset management.
- Have an evolving, global risk management process
- Tactically change the asset allocation if the data changes
- Don’t get emotional
As part of your personalized plan of action we will develop an investment road map based on your unique risk profile. Your profile will assist us in selecting the appropriate program:
Investment Objectives: What do you hope to achieve using your investment dollars – improve current lifestyle; achieve capital growth; fund a specific goal such as a college education.
Risk Tolerance: This reflects your comfort level with market fluctuations that can result in losses.
Risk Capacity: How much can you afford to lose before jeopardizing your objectives?
Time Horizon: The length of time you are willing to commit to achieving your objectives.
Taxation: Investing in a mix of asset classes will have varying tax consequences.
Our investment goal is to generate a personalized rate of return that moves you towards your stated objectives. As you move through life’s stages your needs, priorities and the economic environment will change and so too must your investment strategy. For this reason we employ a global risk management process that embraces uncertainty. We will absorb changes in economic and market conditions and your personal situation to determine if any modifications are necessary to your investment plan. Having a flexible process that evolves along with you helps us minimize risk and take advantage of opportunities when they present themselves.
Clients who engage us for Asset Management services will also receive our "Personal CFO" services. Our standard advisory fee (flat fee) is based on the market value of the assets under management and is calculated as follows:
Our minimum account size is $500,000.00. This is negotiable, at our discretion.
Learn more about our asset management services by contacting us today.