Long-Term Investment Strategies

With decades of financial research and logic, we help you build wealth for your retirement.

Our Investment Management Philosophy

Our goal is to be the easiest financial planning firm to work with on planet earth. Why? Because you deserve investment management planning and advice that is easy to understand, portfolios built with your best interest in mind, and comprehensive financial planning services that cover almost any stage of you and your family’s life.

Building wealth begins with a long-term strategy based on proper asset allocation and a well-diversified portfolio. Our belief that chasing the daily headlines of sensationalist journalism will not lead to wealth forms our entire investment management philosophy.

We base our management of your investment portfolio on research and not speculation. Furthermore, we use clearly defined steps that will help you be confident in the strategies we set forth with you for your financial future. With decades of financial research and logic, we help you build wealth for your retirement. Learn more about our process for investment management and portfolio management which has earned us the trust of more than 1,500 families*.

Step 1: Identify Client Objectives

We realize that financial security is the main objective for most clients. And each of our clients has their own specific set of needs based on their current life stage and their goals. It’s based on retirement income needs, tolerance for market volatility, and the desire to leave an estate among many other requirements.

Once we understand your goals and needs we can create a financial plan, a blueprint, to achieve those goals.

Schedule a 10-minute Guidance Call to see how we can help you identify your investments needs

Step 1 - Identify Client Objectives

Step 1: Identify Client Objectives

We realize that financial security is the main objective for most clients. And each of our clients has their own specific set of needs based on their current life stage and their goals. It’s based on retirement income needs, tolerance for market volatility, and the desire to leave an estate among many other requirements.

Once we understand your goals and needs we can create a financial plan, a blueprint, to achieve those goals.

Schedule a 10-minute Guidance Call to see how we can help you identify your investments needs

Step 2: Design The Portfolio Blueprint

This is the fun stuff, for us at least! Now that we know you, we can determine proper asset allocation. In simple terms, this means choosing the right type of investments to hit your goals. We analyze the global allocation of publicly owned investable assets. With the information we gather, we create portfolios designed to fit your needs and specific objectives.

We review these allocations regularly and only make changes when we believe we can capitalize for your benefit. Daily events and sensationalist headlines never influence our decisions to make allocation changes. Instead, changes are made strategically with financially-backed research and analysis. While cryptocurrency or NFTs may be the new hot trend, it won’t go in your portfolio if it doesn’t make sense for your situation.

Step 2: Design The Portfolio Blueprint

This is the fun stuff, for us at least! Now that we know you, we can determine proper asset allocation. In simple terms, this means choosing the right type of investments to hit your goals. We analyze the global allocation of publicly owned investable assets. With the information we gather, we create portfolios designed to fit your needs and specific objectives.

We review these allocations regularly and only make changes when we believe we can capitalize for your benefit. Daily events and sensationalist headlines never influence our decisions to make allocation changes. Instead, changes are made strategically with financially-backed research and analysis. While cryptocurrency or NFTs may be the new hot trend, it won’t go in your portfolio if it doesn’t make sense for your situation.

Step 2 - Design the Portfolio Blueprint

Step 3: Diversify The Right Amount

The problem with portfolio diversification is that you can both overdo it and underdo it. Over-diversification is not strategically-based, leaving gaps and redundancies in your portfolio. However, with under-diversification, you run the risk of putting all your eggs in one basket only to find out that your basket is taken from you.

Therefore, we constantly work to ensure you always have a well-diversified investment portfolio, including ownership of large and small companies from all significant industries and market segments around the world. This is one step of our investment management strategies that ensures our clients are on the path to their financial dreams.

Step 3 - Diversify the Right Amount

Step 3: Diversify The Right Amount

The problem with portfolio diversification is that you can both overdo it and underdo it. Over-diversification is not strategically-based, leaving gaps and redundancies in your portfolio. However, with under-diversification, you run the risk of putting all your eggs in one basket only to find out that your basket is taken from you.

Therefore, we constantly work to ensure you always have a well-diversified investment portfolio, including ownership of large and small companies from all significant industries and market segments around the world. This is one step of our investment management strategies that ensures our clients are on the path to their financial dreams.

Step 4: Selecting The Targeted Investment Funds

Once the strategy is set and the allocation process is complete, we then select investment funds. However, these funds must align with the strategy and must create portfolios that represent our target allocations. These funds generally also have three essential characteristics:

  1. Low Cost
  2. Low Turnover
  3. Good Stewards of Past Investments

It’s important to remember that there will always be some kind of risk, even with proper diversification. However, by using funds with different styles and approaches we can manage and mitigate risk to a certain extent. After your portfolio has been built, we will monitor it closely and rebalance as necessary to stay on target. With ongoing and efficient investment management that builds wealth, you can feel confident in your financial future. Now, not only will you be building wealth, but you’ll be building your income for your dream retirement.

Step 4: Selecting The Targeted Investment Funds

Once the strategy is set and the allocation process is complete, we then select investment funds. However, these funds must align with the strategy and must create portfolios that represent our target allocations. These funds generally also have three essential characteristics:

  1. Low Cost
  2. Low Turnover
  3. Good Stewards of Past Investments

It’s important to remember that there will always be some kind of risk, even with proper diversification. However, by using funds with different styles and approaches we can manage and mitigate risk to a certain extent. After your portfolio has been built, we will monitor it closely and rebalance as necessary to stay on target. With ongoing and efficient investment management that builds wealth, you can feel confident in your financial future. Now, not only will you be building wealth, but you’ll be building your income for your dream retirement.

Step 4 - Selecting the Targeted Investment Funds

Investment Management Near You

If you are looking for financial advice and support, many people opt for a local professional advisor. We believe having your financial advisor and investment management near you can lead to a stronger relationship and a higher level of trust. This is why we have offices across the United States serving our clients and their families. Want to see if we are a fit? Schedule your free 10-minute guidance call with one of our wealth managers today. It is simple and a great way to get started on your financial journey.

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