How Can We Help? 2018-01-02T10:39:28+00:00

Wealth Management

INSTITUTIONAL APROACH TO INVESTING

If one is to examine how an Institution such as an Endowment or Foundation invests, it’s certainly different than most individuals. Endowments typically invest across a broad spectrum of asset classes, outside of the traditional stock and bond portfolios.  Asset classes that have lower or even negative correlation to stocks and bonds are referred to as Alternative Investments.

By combining Alternative Assets with a traditional Stock/Bond portfolio, an investor can strive to reduce volatility and provide more stable returns.  I bring an institutional approach with respect to wealth management to the individual investor.

MULTI-STRATEGY INVESTING

Some Alternative Investments are strategies that differ from being a “long only” stock and bond investor.  These strategies may offer income, or appreciate even if stocks decline. Multi-Strategy Investing can add an additional layer of diversification to help manage volatility.

STATIC VS TACTICAL

Many people take a static approach to investing no matter what the underlying market conditions are.

For example, some will invest in a 60% stock/40% bond portfolio no matter what the underlying market conditions are.  There’s no consideration given as to whether an asset class should be over or underweighted.

By paying close attention to economic conditions and doing diligent research, a small portion of a portfolio can be tilted towards certain asset classes that can potentially provide a more favorable risk and return trajectory.   By establishing Capital Market Expectations, I can take a tactical position in an asset that I assess is more worthy of owning based on its risk and return profile.

Financial Planning

I help clients plan for their goals by using a financial planning process that is designed to incorporate various risk and market factors.  This helps determine how likely it is that you will reach your financial goals.