INVESTMENT MANAGEMENT 

You win by combining our aligned interest and investing best practices! 

We will build a globally diversified portfolio designed to reach your goals, within your risk tolerance and time frame. 

INVESTING BEST PRACTICES:

• Cost Efficiency – Products, transactions & our own fees
• Diversification – Global & asset class
• Cash Flows – Rates on cash, coupons, interest & dividends
• Compounding – Allow cash flows to build over time
• Taxes – Portfolio structuring, securities used & time factors
• Time – Keep you invested
• Psychology – Help instill discipline to keep all above on track
• “PortfolioAnalyst” (view all external accounts in one report)

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OPTIONAL - DYNAMIC HEDGE STRATEGY (DHS)  

Are you staying invested but worried market may damage your portfolio, thus making achieving goals at risk?  

✔Look below at our optional proactive downside mitigation that converts this common problem into opportunity.  

DYNAMIC HEDGE STRATEGY

A twelve step “risk thermostat” proprietary program modulates as the equity market bull/bear cycle progresses and hedges when most advantageous.

As the economic tides shift, we transition holdings to capitalize on both Bull and Bear environments, thus providing a worry free, all-weather solution for the long-term.

• Call writes are used as a first layer of hedging after parabolic moves
• S&P Puts are then added during waning momentum
• Lastly other long term tactics employed should a bear market develop.

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FAMILY WEALTH MANAGEMENT

Lets review your situation today and plan for the future with a clear, comprehensive strategy. 

Assess how Real Estate, Rental property, Private Equity and Venture fit into your overall wealth strategy. 

Answer issues like liquidity, correlation, economic cycles, tax and political factors that affect you. 

The Big Picture: 

• Investment Asset Allocation
• Retirement Planning
• Estate Planning
• Taxation Planning
• Education Planning
• Insurance Planning    

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ESOP & BUSINESS HEDGE

ESOP: We can potentially design a hedge program to help preserve your concentrated position. 

Business Hedge: If your business is exposed to industry or macro economic downturns, we can develop hedges to cushion cyclical blows. This may leave your company in a relatively more competitive position when the dust settles.

LEAPS STRATEGY

Stock Replacement

Substituting some equity holdings with LEAPS can minimize the cash outlay. The cash savings can then be used for hedging purposes. We target deep in-the-money & long dated options that could overall achieve a similar equity exposure while lowering risk.

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