Investment Management
A Simplified, Diversified Approach
Smart. Steady. Aligned With You.
From building wealth to planning for retirement and giving back through charitable strategies, our services are designed to grow with you. We also collaborate with a trusted network of professionals, like estate planners and tax advisors, to help ensure your entire financial picture works together, simply and seamlessly.
Financial Planning with less risk
Each Building block has a different objective
Strategies may have varying results
Expect volatility
Goal: Is Plan on Track?
Financial Planning with less risk
Each Building block has a different objective
Strategies may have varying results
Expect volatility
Goal: Is Plan on Track?
Although our investing strategy continues to evolve, we have found that 5 core building blocks continue to be a foundation for client success. We believe allocating between a mix of U.S. Equity Growth, U.S. Dividend Growth, Fixed Income, International Equities, and Alternative Assets provide the core for a strong financial plan.
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- Grow Income
- Generate Income
- Downside Protection
- Stability of Principle
- Cash Flow
- Hedge Equity Market Risk
- Potential to Increase In Value During Recession
- Capture Mega Trends of American Innovation (i.e. AI)
- Potential Above-Average Secular Growth
- Potential for Higher Yields
- Diversification
- Lower Valuation
- Reduce Correlation
Tax Efficiency
When managing money, a primary goal is to create large, sustainable capital gains! Gains are good when compared to the opposite. That being said, a related primary goal is to be as tax efficient as possible. Tax efficiency includes the following…
- Using tax deferred or tax exempt portfolios whenever possible
- Manage unrealized gains and losses throughout the year
- Paying taxes at the most opportune tax level (long-term versus short-term)
- Identify (and possibly avoid) assets that send out frequent capital gains distributions
- Monitor dividends and interest throughout the year
- Identify mutual funds or ETFs with high or low turnover