A reliable and sound investment strategy is preceded by a robust analysis of your situation.
The first step in our asset management process is to identify your specific goals, needs and constraints. I evaluate each individual and their circumstances, taking a snapshot of where you are today, you where you want to be, your investment time horizon, and preference for risk.
The recommendation step for your portfolio will ensure that all parts of your financial picture are working together, coordinating, and complementing your income strategy, risk preference with your values.
ASSET ALLOCATION
Asset allocation may be the single most important factor determining your long-term return. For that reason, we spend a lot of time discussing potential ranges of return and your comfort level. From there we construct an allocation best for you.
TAX EFFICIENCY
Taxes are an important element of wealth management whether you are saving for retirement or enjoying retirement. There are several strategies to help you maximize your after-tax return.
INVESTMENT SOLUTIONS
We work together in a collaborative sense to develop the right investment strategy for you – based on your goals, values, constraints and comfort level.
COST
Investment management advisory fee ranges from 0.80% – 1.75% depending on the size, customization and complexity of the portfolio. Included in this fee is a written Retirement Income Plan and ongoing account and plan servicing.
INVESTMENT PHILOSOPHY
We are investors, not speculators. In light of that, we focus on long-term fundamentals; short-term market movements and news are for speculators, not investors.
Investment performance over the short term is heavily influenced by randomness and chance. True performance can only be judged correctly over an entire market cycle.
Remain disciplined to the plan. Real investor skill is demonstrated through discipline and patience.
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