Investment Management
Investment Management Services
Annually from
0.60% - 1.50%
Our fiduciary investment management approach is a time tested and institutionalized process. We make decisions based around a deep understanding of what the money is for and exactly when it will be needed.
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Philosophy:
As a fiduciary advisor, we do not solicit investment products or have preferred provider relationships. We do not internally hold custody of any of our clients' investments assets. We partner with the world's best in class money managers and have access to every investment under the sun as a top fiduciary financial advisor should.
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Process:
“All investment should be made considering only one factor, when is the money needed.”
-Warren Buffett
In order to sell products in one meeting over the past 60 years our industry has made-up a lot of false narratives around investing, such as investing based upon your age and your risk tolerance. Endowments, corporations, banks, or the wealthiest families do not utilize age and risk tolerance as an investment criteria.
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We follow a detailed approach to understand the exact time horizon of the goal at hand. We will then personalize your portfolio using low risk investments only for money that is needed in the next four to five years, then using long term investments such as equities four goals that are over five years. Bucketing money into short term, midterm, and long term has proven to be far superior in countless studies by Nobel Prize winning economist, as opposed to investing based upon risk tolerance.
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