Overview
As an independent wealth manager, we do not sell any 3rd party money managers to our clients. We build and manage customized investment portfolios based upon a set of goals identified by our clients during our initial onboarding meetings.
We view Investment Management as a service to our clients. We consider Investment Management as the Financial Execution part of our client’s Financial Plan. We use our Investment Management Process to grow our clients investment balances over time.
Client Inputs
Your cash-flow needs, investment planning goals, risk tolerance, financial objectives and preferences will drive our Investment Management process for you.
Our Process
We run a tactical investment management strategy for all our clients investment accounts.
Tactical Asset Allocation & The Power of the 200 Day Moving Average is what drives our Investment Decisions. We then layer in risk management and tax efficiencies. This will be explained at our onboarding meeting.
Our individual equity portfolios are designed to buy & hold fundamentally strong companies with rising price trends. We call this our Techno-Fundamental approach. This will also be explained at our onboarding meeting.
Client Value-Add
- Disciplined, Rational, Unbiased, Unemotional Investment Management according to a discussed and agreed upon Investing Process
- Detailed Portfolio Reporting & Consultation
- Tax Loss Harvesting on Taxable Accounts
- ACH & Money movement setup & monitoring
- As a boutique wealth manager, we have the flexibility to use option strategies where needed and desired by our sophisticated clients