INVESTMENT PLANNING

How We Can Help

The idea that you have to take on high levels of risk in order to achieve market returns is simply not true.

Our investment philosophy is that by protecting and preserving your money first, you will achieve greater overall returns. This takes precedence over market returns and as it turns out, this has been the right call. Chasing high returns at the risk of relinquishing market gains and invested principle is a formula for insanity. Our investment managers all have the ability to go into defensive cash or hedging positions when necessary which allows for a better reentry point.

Our first goal is to establish a risk plan to insure market corrections do not eliminate market gains. This type of risk management and attention to accounts has traditionally only been available to the ultra-affluent. We have leveraged our buying power in order to provide some of the industry’s best institutional money managers, all with varying investment systems and specialties designed for you. Our goal is to capture the majority of the upside of the market and limit the participation in market downturns.

There is also no such thing as a perfect investment, let alone a strategy that is always in favor at all times. However, we have fine tuned out approach to maximize on market variations. We like to refer to this as “riding bulls and taming bears.”

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.