Complete Wealth Advice

Our Investment Philosophy

Our Investment Philosophy

One size does not fit all. We create individually customized solutions designed to meet your specific needs. For example:

  • Are we managing all or only a portion of your overall assets?
  • What are we looking to specifically accomplish?
  • Where are you in life, accumulation or distribution of assets?
  • Income needs?
  • Tax situation?
  • Are we working with concentrated stock and/or legacy stock positions?
  • Willingness and ability to take risk?
  • Liquidity needs, liquidity sources?

Based on our initial conversations we focus on our role and work towards creating unique solutions. It is important for you to understand what you own and the potential volatility and risk you could be exposed to. We listen to our clients and make subsequent asset class and security selections with their preferences in mind. Relative value between asset classes and the corporate credit cycle help guide us through these decisions. When deemed appropriate and after consulting with you, options may be recommended as part of an overall strategy.

We focus on long term wealth creation and encourage you to commit to a plan. Extreme volatility should be embraced and not feared. It is often an opportunity to enhance long term returns and the willingness to remain disciplined is often rewarded.

As fee only advisors commissions are neither earned nor accepted.