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WHAT WE OFFER OUR INVESTMENT STRATEGIES
Our advisors are experts in 6 key areas Our proprietary strategies were expertly designed to protect your assets
in an ever-evolving market, whether you are an aggressive investor,
conservative investor, or somewhere in between.
FINANCIAL PLANNING: A Plan That Evolves With You
GLOBAL CORE ALLOCATION
Your financial goals will change shape with each new phase of life and we will • Strategic long-term portfolio based, rebalanced periodically utilizing equity, fixed income, real
be there to make sure that your financial plan changes with you. assets, alternative investments and cash.
• Achieves long-term risk adjusted growth of principal through diversifying investments.
INVESTMENT MANAGEMENT: Maximize Success, Minimize Risk • Investors who can tolerate some market volatility.
Managing your investments is an integral part of your financial plan. We will
GLOBAL TACTICAL ALLOCATION
continually assist you in managing your assets and periodically review and • Tactical, global total return portfolio utilizing equity, fixed income and cash.
adjust your portfolio as necessary. • Seeks to capture opportunities in advancing markets and adapt to protect assets in market
downturns.
ESTATE PLANNING: Leave A Legacy • Investors who want to have a systematic process for moving out of negative markets and still
Working with your legal counsel, we put your mind at ease by determining capture gains in favorable markets.
how to best protect, grow, and transfer your assets from both tax and legal GLOBAL CORE TACTICAL ALLOCATION
perspectives. It’s important to us that estate planning is a seamless, digestible, • Portfolio combining concepts of tactical and strategic allocation utilizing equity, fixed income,
and enjoyable process for everyone. real assets and cash.
• Achieves long-term risk adjusted growth of principal through moderately diversified
RISK MANAGEMENT: Protect Your Wealth investments with a tactical equity allocation designed to limit downside exposure.
Our goal is to protect your wealth from unforeseen risks. We help you • Investors who can tolerate some market volatility, but prefer not to have all of their assets
exposed during negative markets.
determine how insurance can play a role in reaching your goals with options
that will mitigate uncertainty from accidents, illnesses, and other inevitable AND FINALLY, we do all of this with constant, transparent communication. All information
situations. regarding client fees and account statuses will be shared regularly. Our goal is to anticipate
your questions and disclose those important details as promptly as possible.
TAX PLANNING: Your Greatest Expense
While we aren’t accountants by trade, we have a deep understanding of
how taxes impact you. Working closely with tax advisors, we’ll offer you solid
guidance.
RETIREMENT PLANNING: Take It Easy
We want you to have the retirement of your dreams, but setting yourself up to
enjoy a carefree retirement requires planning well in advance in a handful of
areas. Using our knowledge and resources, we’ll create a plan that helps you
reach your financial goals within your timeline.
