Value Added Services
We refocus the conversation on a longer time horizon while using a systematic and empirical process to design and implement a tailored investment plan.
Overview
- We don’t take on very many new clients. In fact, we do so only if we can offer the client substantial value for the fee they are paying us.
- Portfolio design is fashioned through the lens of a tax and estate planning perspective, and incorporates legal considerations as needed.
- Focus is placed on properly locating assets within different accounts owned by the same client for tax, legal or estate planning purposes (i.e., “asset location” strategies).
- We are fiercely proactive in our communications and interact on a regular and ongoing basis via telephone, email, video conferencing or in person.
- Our objective is to partner with our clients in identifying and solving their concerns. We do not merely manage investment portfolios in isolation of other real-life factors.
Behavioral Finance
- We believe that the most valuable service an adviser can provide a client is to maintain composure in difficult times.
- Investors can often be their own worst enemies in times of market distress.
- We concentrate on behavioral coaching and spend time getting to know our clients and understanding their needs.
- Our overriding objective is to design a program which eliminates the perceived need to react to market events.
- We want to help our clients overcome the emotional compulsion to make bad decisions at the worst times in the market cycle.
Strategic Portfolio Design
- We believe that the most valuable service an adviser can provide a client is to maintain composure in difficult times.
- Investors can often be their own worst enemies in times of market distress.
- We concentrate on behavioral coaching and spend time getting to know our clients and understanding their needs.
- Our overriding objective is to design a program which eliminates the perceived need to react to market events.
- We want to help our clients overcome the emotional compulsion to make bad decisions at the worst times in the market cycle.
No Hidden Agendas
- There are no hidden agendas, no products to sell, and our focus is entirely on what is best for the client, and not for us.
- Transparency and openness about what we do, how we do it and how we get paid is our personal differentiator.
- Our clients value the simplicity of this approach and benefit from the clear and straightforward methods and processes we employ.