We take a methodical approach to financial independence, focusing on the factors that can impact a client’s portfolio, including risks from: capital market, inflation, interest rate, currency, security concentration, and industry to name a few. We will not yield to the buzz of the mainstream media or the latest Wall Street trends to direct our investment decisions. Our view of investing is adaptive and focused, supported by a broad array of investment vehicles and methodologies aligned with our client’s specific goals.
We employ a rigorous process in evaluating the appropriate investment strategies that are appropriate in helping a client meet their objectives.
Adaptive Asset Allocation
We feel that a dynamic investment selection process, combined with “intelligent” portfolio rebalancing, are essential to achieving above average investment performance and optimal risk mitigation. We actively monitor globalization trends, financial innovation, and scientific or technological breakthroughs in order to respond effectively to changes in global investment landscape in a way that is beneficial to our clients.
Sentiment Reversal Strategies
Value and contrarian investing are time-tested and effective strategies in improving a portfolio’s performance and identifying opportunities to buy and sell. This systematic approach opposes public opinion, conventional wisdom, and market consensus to analyze investor behavior and the relative psychology behind mispriced, out of favor or undervalued investments.
Enhanced Cash Flow
Our equity income strategy is uniquely designed for those seeking significant cash flow. We utilize high-yield dividend-paying stocks combined with a covered call overlay to generate additional income from individual stocks. With a disciplined call-writing program, this strategy can reduce the effective cost basis of long-term stock holdings, hedge against volatility and minimize potential losses due to market fluctuations.
While new scientific and technological developments are swiftly accelerating and impacting our global society in profound ways, the state of the investment landscape is ever changing. Consequently, new and innovative companies are emerging and displacing the well-known, established companies. To position for this reversed dynamic, we seek investments in companies that have exceptional sales growth and profitability potential, and are positioned within niches that benefit from powerful trends in innovation and globalization.
A sound financial plan aligns the various components that make up our clients’ complex finances. We can engineer individualized financial plans that look beyond bank and investment statements to help deliver direction, clarity and security. We seek to understand our clients’ aspirations, clarifying their personal and professional goals, and prioritizing for the short-term and long-term. In reviewing the strengths and weaknesses of existing strategies, we will assess both sides of the balance sheet creating a solid foundation to illuminate the big picture.
We view wealth management as a true partnership as we build wealth for the long-term through growing and protecting assets with our investment strategies and due diligence. We offer an array of customized wealth management solutions including portfolio management, fiduciary (trust) services, retirement income planning, charitable giving, and legacy solutions. Whether you are looking to fund an education, sell a business, or determine whether you can afford a second or a third home, we offer objective, transparent advice to help you make informed decisions and skilled transitions.