Confidence for Any Environment
In order to provide excellent service, we must first understand your hopes, dreams and goals and develop a game plan built on common sense.
Your First-Call Advisors
Our goal is to become your “first-call advisor”. This means that anytime you have a question about your wealth, we are your go-to source for trusted advice and counsel.
Integrate Your Wealth
Our wealth management process integrates your portfolio, financial plan, real estate and business ownership in a customized strategy to maximize your wealth.
Capitalize on Opportunities
We believe that investment opportunities exist through a variety of different asset classes and solutions, and those opportunities change over time. From public markets to private equity, real estate to private business ownership…your wealth manager should have a holistic view of how to take advantage of different market conditions.
Proactively Adjust Risk
You shouldn’t have to initiate a conversation in order for your portfolio to adjust to the realities of the market. We take action to adjust your portfolio in real time to take advantage of changing risk and opportunities.
When You Succeed, We Succeed
For our accredited clients, we offer an innovative fee structure that aligns us and our clients to the same goals: consistency in returns and diligence in managing risk.
- Traditional Fee Structure
We know that many clients are most comfortable with a simple fee structure based on the assets that are managed by an investment firm. We can provide our full suite of services – portfolio management, financial planning and most additional private investment analysis required – for a flat, competitive rate.
- Success Fees*
For accredited clients that prefer a more incentive-based model, we created a structure that gives us “skin-in-the-game”, creating incentives for good performance and disincentives for poor performance.
- Planning-Only Fees
Many business owners and investors have non-liquid investment portfolios that cannot be actively managed, or prefer index investing over active management. So we offer a set-dollar structure for clients only interested in our personal wealth management plans and/or our business consulting services.
You deserve a wealth management team that proactively adjusts your portfolio and financial plan to changes in market, legislative and tax environments.
Rules Based Investing
Rules based systems can provide excellent risk-to-reward profiles when compared to asset allocation strategies, index investing and buy-and-hold strategies. These systems help remove emotion and reduce the potential for investment mistakes.
We look across your life – now, and the one you want lead in the future. Then we apply both advanced technology and our experience helping clients to a create a custom plan that serves as a living document for growing your wealth.
We analyze and review performance of all of your assets, regardless of where they are held, both public and privately owned. We then give you 24/7 access to an advanced performance reporting portal to view your accounts and financial plan on your schedule.
*Success/Performance/Incentive fees are for qualified clients as defined by the Securities and Exchange Commission. Fees are subject to a high-water-mark for applicable period. “Portfolio Profits” means, with respect to a billing period (i.e., calendar year or calendar month), the realized and unrealized profits of a Portfolio account minus the realized and unrealized losses incurred in a Portfolio account plus any dividends and interest determined after calculation and assessment of all expenses payable by the Client for the period. Performance Fees will be subject to a loss carry forward provision (i.e., a “high watermark”) so that no Performance Fee will be paid until all prior losses with respect to the Portfolio have been recouped for the applicable period.
Let us help you gain confidence for what’s next.