"Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas." - Paul Samuelson
Education is the key to transparency and we want to help you understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan so you can live your life by design, not by default.
Then, as your investment goals evolve, we will work with you and make adjustments to your strategy, as you travel through your financial journey. Although everyone’s path is unique, three major phases emerge through adulthood and each stage requires thoughtful financial planning and strategic investment choices: Build a Foundation, Use Your Wealth, and Make it Last.
Build A Foundation
During the growth phase of your life, there can be increases in income, household participants, and larger, more permanent purchases in life. We'll help you select from our active and passive strategists to potentially grow your asset base. We'll help you diversify and minimize the tax impact of your investments going forward.
Use Your Wealth
The spending phase of your life, with increased demands on your time, more complexities in your life, and greater need for resources. Manage risk with our strategists that offer managed, hedged, and tactical allocations. We'll help you maximize tax free growth and future income from your investments.
Make It Last
The sustaining phase of your life, focused on having your money last longer and work smarter to help provide you with confidence throughout your retirement. We have strategists who can help with portfolios offering targeted-distributions, tax managed portfolios, and inflation focused allocations.