Individuals and Families

1. Holistic Planning

Retirement Planning

• Savings and investment strategies to meet your retirement goals

Education Planning

• Savings, investment strategies, and account type recommendations for future education expenses

Tax Planning

• Strategies for minimizing current and future taxes

Estate and legacy planning

• Maximize wealth transfer to future generations or charitable organizations.

2. Portfolio Construction and Investing

Account optimization

• Match each of your goals with the best account type

Asset Allocation and Tailored Investment Strategies

• Implement investment strategies that maximize risk-adjusted returns and match your goals
• Proprietary ACTIVE equity strategies aimed to identify the BEST individual domestic stocks
• Bond portfolio tailored to your individual needs
• Best-in-class funds for international, commodity, and other asset class exposure.
• Ongoing research on current investments and new investment opportunities

Proprietary tactical allocation for conservative investors.

• Systematically shifts stock and bond allocations to optimize long-term expected returns in a risk-adjusted manner.  

Hedging strategies for concentrated positions and tax efficiency

3. Trading, rebalancing, and reporting

We trade and rebalance accounts as the market dictates to keep your plan on track and take advantage of market dislocations in individual stocks.

While you always have real time access to account holdings, we report aggregate returns, allocation, and holdings on a quarterly basis to give you a big picture view.