How We Manage Assets
When we select investment managers we perform both a quantitative and qualitative analysis to identify managers with a proven and repeatable investment process, as well as a history of solid risk-adjusted performance. Once your portfolio is constructed, we continue to review investments for performance, style consistency and organizational strength.
- Proper investment management starts with a top down approach to asset allocation.
- We invest in a combination of active and passive management strategies.
- We create separately managed accounts when other approaches do not meet our requirements.
- We diversify among asset classes, styles, and investment managers helps us create an optimal asset allocation.
- We consistently analyze the portfolios for risk and to try to manage assets to achieve the best risk-adjusted returns possible.
Beyond Your Investment Portfolio
We will be your financial quarterback, working with your attorney, accountant, and other advisors to develop a financial plan that encompasses every aspect of your financial life. Typically, your plan will include numerous recommendations, including:
- We provide recommendations for asset protection, legacy planning review, trusts and sophisticated trust structures, philanthropic planning, and advising on private foundations. We also offer sophisticated gift, estate, and generation skipping transfer tax planning.
- Help create an estate plan to minimize taxes, avoid family conflict, and make sure your assets are distributed in accordance with your wishes;
- We help you consider appropriate asset protection and liability management tools, and advise on life-changing events such as business transactions, inheritance, sudden wealth, birth of children and grandchildren, marriage, divorce or death.
- We provide strategies for protecting your wealth, property, and business continuity through insurance strategies as well as Long term care options;
- We help formulate a realistic withdrawal strategy that can survive the unexpected;
- Help Protect assets by creating a continuity plan, should you become incapacitated.
In short, your plan essentially shows you where you are in relation to your goals and provides you with clear directions for reaching those goals within your required time frame. The advice we provide is completely objective and can help coordinate the efforts of your attorney(s), accountant(s), and advisory team. Everything we do is tailored to your unique wealth needs.