We created a rule-based investment process that is Strategic, helps our clients Maximize Gains, Adapts to current market conditions, manages Risk, and is Tactical. It's still asset allocation only S.M.A.R.T-er. Our investment philosophy is designed to maximize your wealth while providing you with simplicity and peace of mind.
Strategic asset allocation is a passive investment style that sets long-term target asset allocations and assembles a portfolio based on those long-term target asset allocations. The process of selecting a mix of asset classes that closely matches an investor's financial profile in terms of their investment preferences and tolerance for risk.
Strategic asset allocation is a passive investment style that sets long-term target asset allocations and assembles a portfolio based on those long-term target asset allocations. The process of selecting a mix of asset classes that closely matches an investor's financial profile in terms of their investment preferences and tolerance for risk.
Services
After being a retail investor and a professional investment advisor for many years, and not being satisfied with the salesman approach to financial services. I decided to start an independent fee-only registered investment advisory firm (RIA). To help investors that are looking for a better way to invest, are fed up with poor investment performance, and high fees.
We created a rule-based investment process that is Strategic, helps our clients Maximize Gains, Adapts to current market conditions, manages Risk, and is Tactical. It's still asset allocation only S.M.A.R.T-er. Holding onto underperforming assets never made sense to us, so we'll favor better performing asset classes while minimizing allocations to low performing ones.
The client advisor relationship is sacred and is built on trust, and it's why we started a registered advisory firm (RIA) that is independent and fee only. All investors should seek out a fiduciary to manager their investment portfolio, as then you know they are working in your best interest.
A fiduciary is a legal standard adopted by a small but growing segment of independent financial professionals who made the decision to become a registered investment advisor, RIA.These professionals get paid for financial advice and, by law must remove any potential conflicts of interest (or, at a minimum, disclose them) and put the client's needs above their own.
A fiduciary is a legal standard adopted by a small but growing segment of independent financial professionals who made the decision to become a registered investment advisor, RIA.These professionals get paid for financial advice and, by law must remove any potential conflicts of interest (or, at a minimum, disclose them) and put the client's needs above their own.
This model follows a core-satellite passive and tactical approach premised on the following principles that markets move in recognizable short and intermediate-term trends. Over the intermediate term, strong asset classes tend to stay strong, while weak asset classes tend to continue in weakness. In addition over the shorter term markets are dominated by media noise, fear, and similar short-term disruptions.
Comprehensive financial planning involves the detailed review and analysis of all facets of your financial situation including cash flow analysis, retirement planning, risk management, investment management, tax management and estate planning. Beginning with the end in mind. Thinking about your retirement, what goals do you have regarding this phase of your life?.
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