There’s no such thing as investing in a vacuum.
The objectives we define for your investment portfolio, and the specific investments we recommend, are a carefully considered reflection of your master financial plan.
When we craft your portfolio, we consider a hundred factors, including things like:
- How much growth do you need to do what you want to do?
- How much liquidity do you need? When do you need it?
- Are you funding your kids’ education? How much will you need, and when?
- What are your career and retirement plans? When do you plan to retire?
- What is the potential tax liability for your existing holdings? How can we minimize it?
- How much risk are you comfortable with?
Here’s more of what distinguishes our approach to investing:
Protecting what you’ve got.
Most of our clients are focused on preserving and growing their hard-earned capital. Their goal is to weather any big market ups and downs intelligently and achieve stability over the long term. Whatever your objective, whether it’s preservation, moderate growth or aggressive growth, we focus an exceptional amount of research and expertise on seeking to maximize returns while minimizing your exposure to risk.
Working with seasoned investment pros.
Beyond the clarity created by sophisticated planning, and the confidence of our day-to-day support, disciplined investing is a massive benefit of working with a firm of our caliber. Our team is relentless at scouring the vast landscape of potential investments, identifying high-quality vehicles and blending them into a well balanced, globally diversified portfolio for you.
Our disciplined approach and long-term orientation free you from the emotional drama of news cycles and market cycles, so you can invest your time and energy in more gratifying pursuits. This includes constantly searching for ways to reduce portfolio costs and minimize taxes, so you maximize what really matters — net gains.
Total access to the process.
You hire us to help invest your hard-earned assets. We communicate regularly about our process. We have no house products, hidden fees or hidden agendas. Instead, you enjoy complete access and transparency.
As of December 31, 2022, we manage $6.8 billion in assets for our clients. This scale gives us access to institutional-class shares not available to individual investors or smaller firms. It also opens up lower-cost investment options, and enables us to negotiate favorable trading terms on your behalf.
Investing can get pretty technical. We make sure you understand the essential concepts behind your investment options. That way you can make informed decisions that align with your goals, and feel confident in the strategies we implement together.
Why we diversify your portfolio
A traditional portfolio can expose you to a lot of risk. The kind of globally diversified portfolio we build for you incorporates a big, balanced blend of asset classes and investment vehicles. The goal is to capture as much market growth for you as we can, while insulating you from volatility.
Want to dive deeper?
We’re happy to send you our white paper — “Evidence-Based Investing: 12 Principles For Growing Your Wealth Over The Long Term.”