Financial Clarity

Our custom-tailored strategies are developed based on our knowledge of your financial situation. We work with you to construct a vision of how your assets will help fund your goals over time.

Our investment objective is to deliver consistent, long-term growth at a level of risk that you find acceptable. We utilize a diversified approach to portfolio construction that is similar to the strategies used by very large pension and endowment funds. Thus, in addition to recommending outstanding investments in the traditional asset classes of cash, fixed income, and equities, we use our expertise to recommend non-traditional investments such as hedge funds, real estate, energy, and venture capital. We believe that the addition of these asset classes to your investment mix should increase returns and reduce the overall risk of your asset base. Please review the following link concerning Investment Risks.

In our opinion, the use of “market timing” strategies to make investment decisions typically detracts from net long-term performance by adding transaction and tax costs. In the spirit of keeping costs low, our fees are quite competitive to minimize their impact on your portfolio’s performance.

Many firms build their practice by adding advisors who agree with the founder’s vision. We believe our clients want to work directly with the firm’s principal strategist rather than receiving a second-hand version of that vision. We plan to remain a boutique shop where every client works directly with the Founder and President.

Given our success, one of the hard things about being small is staying small. While we do not employ a specific asset minimum to limit growth, in general, we are looking to work with people and entities that need the full range of our resources. This suggests that potential clients should have investment assets in the $30 to $500 million range.