Our Founding Beliefs
Your financial fortitude matters.
This is our priority. It’s the result of having strong financial clarity, and it makes you a better investor. When you understand the purpose behind your strategies, you take ownership and make measured, logical decisions.
You should feel like you’re our only client.
Our mantra is “white-glove service with FedEx efficiency,” and we work with an exclusive circle of clients so we can spend the time and energy needed to effectively advocate for your financial interests.
You should always know your next step.
As an investor, you should know what you’re invested in and why. As a client, the advice you get should bring simplicity and clarity—not mystery—to your financial outlook.
Our Investment Beliefs
Rising cash flow is imperative.
When you retire, inflation does not. We believe in strategies that provide rising streams of cash flow so that your purchasing power does not diminish over time.
Alternative investments provide fabulous diversification.
We understand alternative investments to be those that are not traditional equities nor traditional fixed income investments. We firmly believe that to be successful, we must have the ability to invest in other asset classes, particularly with public equity markets near all-time highs. Alternative investments are designed to give an investor a differentiated return stream vs. traditional investments and often offer attractive cash flows to help meet goals.
Every portfolio should be tax-efficient.
No matter what your goals are, taxes will play a part. We believe that taxable accounts should be managed tax-efficiently. It is not what you make, it is what you keep.
Your advisor should have skin in the game.
Because our process is to advocate for our clients, it often happens that the investment recommendations we provide share common ground with our personal holdings.
Simplicity is the ultimate sophistication.
We often come across people who have acquired far too many investments with the assumption that the more accounts they have or financial firms with whom they deal, the more diversified they are. By consolidating assets and reducing overlap, we can more easily assess what else is needed in a portfolio to help a client meet their financial needs.
If you’re loyal to your investments, they’ll be loyal to you.
Quality often prevails. In my 30+ years of serving clients, I have found that if an investor sticks with quality investments, they are most likely to reap the benefits of long-term financial success.
Alternative investments involve a high degree of risk, including the potential loss of principal, and may not be suitable for all investors. These investments may be illiquid, lack transparency, and be subject to significant volatility. Investors should carefully consider their financial situation, risk tolerance, and investment objectives before investing.
