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Our Process

Our clients come to us seeking an active and strategic approach to managing their assets aligned with specific investment objectives.Our tactical approach relies on actively adjusting your portfolio’s asset allocation based on shorter-term market forecasts, while focusing on your long term goals. Our objective is to head off unwelcome surprises as we strive to protect your assets in the face of changing financial market conditions.

Our comprehensive approach to wealth planning includes the following elements:

Tax Strategies

We work closely with your tax advisor to help design a plan with the goal to minimize your taxation and suggest other tax efficient strategies you may not have considered.

Investment Strategies

We develop, implement and monitor an investment strategy aligned with your objectives. Our reviews seek to help minimize risk and volatility,while you pursue the income and growth you desire. We believe an active approach to managing your assets in an ever-changing financial marketplace may result in better outcomes and increased protection for your wealth over time.

Our Four Step Investment Process

  • Identify long-term investment themes and create portfolios based on asset and sector classes believed to be in a long-term uptrend
  • Maintain a watch list to monitor an eclectic group of best-in-class, non-proprietary investment vehicles. The list represents what we believe are the best investment vehicles for the dozens of asset classes we work with
  • Utilize multiple analysis tools and techniques to optimize trading decisions. This step seeks to maximize upside opportunity through tactical investing, while seeking to protect the downside with an emphasis on risk management
  • Monitor investment behavior trends to enhance the investment decision process

Estate Planning

Our team can put a strategy in place that seeks to help protect your wealth from potential taxes,creditors or changes in marital status, and help keep your assets within your family and ensure your legacy is preserved for future generations.

A true picture of wealth goes beyond your personal balance sheet. We create a roadmap to help you navigate life’s changes and work towards the life you envision. Your plan is updated daily and adjusted as your circumstances change. Investing involves risk including potential loss of principal. No strategy ensures success or protects against a loss.