We help people plan for, protect and grow their financial positions.
Successful investing is all about discipline. We strive to offer you an approach that you can feel comfortable and confident in throughout the good times and the bad.
We strive to be the Firm of Choice for High-Net-Worth families looking to pursue financial peace of mind. The goal of our investment services is to help you realize your long-term financial goals, while also enjoying the journey. We want you to feel both empowered and secure in your investments through the ups and downs of market cycles. We know that in order to be successful in the “long-term,” you need to make it through the occasionally painful “short-term”.
We believe the key to success in investing is to design a sound investment plan, and then establish the fortitude and discipline to adhere to that very plan over full market cycles. We adhere to a stable investment philosophy that prioritizes steady, consistent growth, and focuses on mitigating the volatility of market cycles. We design a custom portfolio from our asset management platform, bringing you access to sophisticated investment strategies and opportunities in a cost-effective, highly transparent manner.
Our asset management platform includes a full suite of research from Goldman Sachs & Co., Ned Davis Research Group, and Louise Yamada Technical Research Advisors. Ned Davis Research, was founded in 1980 and has grown to become one of the largest independent institutional investment research providers in the market. Louise Yamada is Managing Director of Louise Yamada Technical Research Advisors, founded in 2005. Previously, Louise was Managing Director and Head of Technical Research for Smith Barney for over 25 years.
Behavioral economics may increase your success – especially over the long-term – because your own natural tendencies are considered when constructing your asset management plan. We customize and modify your portfolio to capitalize on various economic conditions based on your individual risk-tolerance including emotional factors. We’ll help you stay focused on the long-term view, staying diversified, resisting the temptation of market timing, and taking advantage of market volatility.
Our investment philosophy is to strive for steady, consistent growth with the lowest possible fees. We believe that investing is for meeting long-term goals – a well-balanced strategy allows clients to maintain perspective and long-term discipline.
Just in the last 20 years, we’ve seen technology and real estate bubbles of epic proportions, massive stock market crashes, and negative interest rates. It’s safe to say the markets are rarely unexciting. The future is always uncertain, and there’s no shortage of prognosticators in the 24-hour news cycle who are eager to cheer on the latest bubble or forecast impending Armageddon. However, it’s important to recognize that if you have a sound investment strategy, you may be in a position not only to weather the storm, but also to add value and position yourself to prosper over the long term.
1. Steady, Consistent Growth Is A Key Goal
Volatility has been one of the defining characteristics of investing throughout the history of capital markets. As humans, we may often act on emotion when it comes to handle market volatility. We’ve seen many people find themselves cutting their losses at market lows, unable to handle any further pain. Often for investors to be successful in the “long-term,” they need to make it through the occasionally painful “short-term”. One way to keep clients invested for the long-term is to follow a stable investment philosophy that attempts to mitigate the ups and downs of market cycles, and focuses on generating steady, consistent growth.
2. Transparency And Education Are Important
You should understand what you’re invested in, and why. On every level, we try to make investing more transparent. From investment selection and overall strategy, to performance reporting and market commentary – we strive to make our process readily accessible. Clients who fully understand their investments and manager’s philosophy may be more likely to have the discipline to adhere to a consistent approach over volatile environments. That’s why we combine the latest in software technologies with ongoing education and clear communication to help give you a firm understanding of your investments.
3. Keeping Costs Low Is An Essential Goal
Trading costs, taxes and management fees all detract from your returns. Our goal is to maximize the return that you receive after controlling for the level of risk you’re willing to take. Across our portfolios and strategies we are adamant when it comes to keeping costs as low as possible.
4. The Investment Universe Is Wider Than Just Stocks and Bonds
Although stocks and bonds are among the most popular and pervasive investments, the investment universe is wider than just these asset classes. Traditional asset classes may form the core of most portfolios, but in some cases there may be value in diversifying into other asset classes.
5. Some Of The Best Opportunities To Invest Come At The Scariest Possible Moments
It may be cliché to say that “the night is darkest just before the dawn”, but this is especially appropriate in capital markets. Some of the greatest investment opportunities have come after markets have fallen the hardest and pessimism abounds. It is at this point in the market cycle that many investors cut their losses, vowing to never invest again. Our philosophy is to tier portfolios so that you are invested according to your individual risk tolerance, so that when opportunities do arise you’ll be in a strong position to seize them.
Investment Management Platform
Our asset management platform is built from a foundation of innovative thinking and a sophisticated technological infrastructure – designed to meet the high standards we set for it. The platform is comprised of three distinct frameworks: Exchange Traded Fund (ETF) models, liquid alternative strategies and alternative investments. Our ETF models and liquid alternative strategies aim to bring sophisticated strategies to you in a cost-effective, highly transparent manner, and comprise the liquid and semi-liquid components of your portfolio.
Our asset management platform includes a full suite of research from Goldman Sachs & Co., Ned Davis Research Group, and Louise Yamada Technical Research Advisors.