Through Discovery and Planning, we will uncover a number of key implementation steps, many of which require effectively managing your financial assets. It is here where realizing your unique vision for your life requires tangible investment expertise.
In building and managing your portfolio, we begin with an in-depth risk assessment and asset allocation. This is where most traditional portfolio management begins…and, unfortunately, ends. While this step is an important foundation, it leaves much value untapped.
In sailing, the winds continually shift, sometimes subtly, other times abruptly. Continual adjustments are needed to stay on course and get the most out of the prevailing winds. In active investment management, the same is true. We continually monitor the landscape, from major economic trends to subtle differences in valuation or sectors, to anticipate and react to changing risk, as well as to recognize emerging opportunities in places most are too distracted to notice.
This active approach is combined with sophisticated research—the kind used by large institutional investors—to include the full range of traditional and non-traditional investments. With more “navigation tools”, and the skills to use them, we can more effectively manage risk and better guide you to your desired goals.
Ultimately this approach to investment stewardship frees you to invest in those non-financial areas of life that are of greater worth to you.