ASSET ALLOCATION

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

Investing Best Practices

1.  Cost Efficiency - Products & transactions 

2.  Diversification – Globally & asset class

3.  Cash Flows – cash rates, coupons, interest & dividends

4.  Compounding – Allow cash flows to build 

5.  Taxes - Portfolio structuring, securities used & time factors

6.  Time – Keep you invested 

7.  Psychology – Help you instill discipline to keep all the above on track  

OPTIONAL HEDGE STRATEGY

Uniquely, we add vital risk mitigation and opportunistic hedging. 

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.

1. Establish and advise your asset ownership title matrix

2. Beneficiary designations

3. Review existing wills

4. Review Family Limited Partnerships - FLP 

5. Gifting strategy and tax compliance

6. Review trusts documents - revocable and irrevocable

1. Tax reduction and management techniques

2. Compliance of tax law

3. Personal, business, estate and trust 

    characteristics

4. Charitable contributions and deductions

1. Perform needs analysis

2. Conduct savings calculation

3. Advise on credits and deductions

4. Deploy assets into qualified investment conduits

5. Review progress and make needed changes

1. Evaluation of your risk exposure

2. Suggest strategies to mitigate risks

3. Advise health, disability, long-term care and life insurance 

4. Business insurance analysis and strategy

Note: We do not sell insurance