Financial Planning
Using sophisticated tools, we can help you clearly define your goals and risk tolerances, plan for special circumstances, and help you reach your financial goals.
Security Selection
After the allocation decision has been made, we look for individual securities which fit our themes, offer attractive valuation, and have a sustainable advantage over competitors.
Portfolio Monitoring
We continually monitor the portfolio holdings, economic trends, and industry developments, and make changes to the portfolio when necessary.
Performance Measurement
Your investment performance will be reported to you along with the appropriate benchmarks.
Quarterly Reports & Reviews
Your portfolio holdings and performance will be reported to you along with our current strategy on a quarterly basis.
Investment Management
Our innovative strategies are customized to your unique needs. By adhering to a strict data driven process our portfolios are designed to maximize return while limiting risk.
Tax Minimization
We strategically target tax savings that most CPAs and advisors miss- Lowering your lifetime tax rate
