Approaching investing with a conscientious, explicit and judicious use of current best evidence can be a relief. This is why we manage portfolios via a highly disciplined approach called Evidence Based Investing (EBI). EBI seeks to filter through noise, information, hype and emotion in order to make reasoned investment decisions void of as much Investor Behavior Penalty as possible.
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We’ve pioneered the discipline of Strength Based Wealth Management® (SBWM). SBWM is a comprehensive approach to building and maintaining high levels of financial strength, agility, flexibility and endurance. Our color-coded Wealth Optimization Dashboard™, the centerpiece of our patented system, provides sophisticated and unsophisticated clients with a great intuitive understanding of strengths and weaknesses.
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We've helped many people prepare for, transition to and keep their finances strong and healthy during retirement. We have developed many concepts, tools and methodologies to make the most of each of these phases. Since retirement is really about the freedom of time, money, relationship and purpose, our work here folds in seamlessly with our portfolio management and wealth management services.
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High Net Worth Individuals
Individuals and Families with investment portfolios of $1 million to $20 million
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High Net Worth Individuals
Net worth, including above portfolio and personal residence(s), business and real estate interests and personal property typically ranges between $3 million and $25 million.
Most common goals and objectives of new high net worth clients:
- I need to improve my investment performance and management.
- I need more clarity about my financial strengths, weaknesses and vulnerabilities and what to do about them.
- I’m concerned I haven’t taken advantage of every opportunity to optimize my investment, tax, estate or retirement results.
Most common goals and objectives of new ultra-high net worth clients:
- I’m concerned I haven’t taken advantage of every opportunity to optimize my investment, tax, estate or retirement results.
- I lack the systems and upgraded professional support to manage my wealth the way it ought to be managed.
- My wealth management takes up too much of my time and thought.
- I need to address significant needs arising from a substantial increase in income, assets, benefits or net worth.
- I’m concerned about my exposure to economic and/or investment dangers.
- I lack a plan and systematic approach to building and protecting my wealth, lifestyle and future.
- I need to effectively deal with a large inflow of assets.
- I seek to simplify the day-to-day management of my finances and investments.
Ultra-High Net Worth Individuals
Individuals and Families with investment portfolios of $20 million or more
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Ultra-High Net Worth Individuals
Net worth, including above portfolio and personal residence(s), business and real estate interests and personal property typically ranges between $25 million and $200 million.
Most common goals and objectives of new high net worth clients:
- I need to address significant needs arising from a substantial increase in income, assets, benefits or net worth.
- I lack the systems and upgraded professional support to manage my wealth the way it ought to be managed.
- I lack a plan and systematic approach to building and protecting my wealth, lifestyle and future.
Most common goals and objectives of new ultra-high net worth clients:
- I need to address significant needs arising from a substantial increase in income, assets, benefits or net worth.
- I lack the systems and upgraded professional support to manage my wealth the way it ought to be managed.
- I lack a plan and systematic approach to building and protecting my wealth, lifestyle and future.
- I need to effectively deal with a large inflow of assets.
- I want to help my adult kids and/or grandkids learn to master wealth.
- I need to improve my investment performance and management.
- I’m concerned about my exposure to economic and/or investment dangers.
- I seek to simplify the day-to-day management of my finances and investments.
- My wealth management takes up too much of my time and thought.
- I want to reduce or avoid taxes on my estate.
- I’m concerned I haven’t taken advantage of every opportunity to optimize my investment, tax, estate or retirement results.
- I need more clarity about my financial strengths, weaknesses and vulnerabilities and what to do about them.
