1020 Highland Colony Parkway,
Asset Management starts and ends with you — our client. We are keenly aware that you have trusted us to invest your money and that you depend on our insight of the economy and financial markets to accomplish your goals. In this vein, we start by evaluating the markets from both the cyclical and secular cycles. This assessment is a foundational building block for our strategic asset allocation, which is designed to maximize the return of your assets while keeping volatility within a range that you can tolerate..
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Based on current and forecasted market conditions, your portfolio will be distributed between stocks, bonds, cash, and our alternative investment strategies. Top-tier institutional money managers are assigned to fill each of these asset classes. A multiplicity of independent research is used to run a tactical overlay on your portfolio. Non-correlated asset classes and strategies are utilized to limit volatility and boost long-term returns. Tax efficiencies are achieved through tax-loss harvesting, as well as the use of IRAs and other qualified accounts.
Years of experience have prepared us to guide you through your life transitions.
We create strategies that are tailored to your needs and goals.
We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth.