Markets are continually changing. Our approach to investment selection focuses on the aspects you can control, which may have a high impact in helping achieve your goals. We use fundamental and technical analysis which follows the following variable to take advantage of ever-changing markets. 

Allocation

Total asset allocation includes more than just your investment portfolio. Real estate holding, private equity, closely held businesses and future liquidity events should be considered when developing a comprehensive allocation. Recommended allocation changes are identified through a deep understanding of your circumstances, careful research and a long-term perspective.

Cost

Fees can potentially impact the performance of your investments. We believe an effective and transparent fee structure is vital to achieving your long-term goals. We aim to provide value well beyond any cost associated with comprehensive wealth planning and investment management.

Taxes

Investing to potentially reduce taxes through creative strategies and a long-term perspective may improve your overall investment strategy. Because we do no offer tax advice, we work comprehensively with other tax advisors to review tax loss harvesting, gifting techniques and implement other tax management strategies to help achieve goals and enhance long term returns.

Price

The price paid for an investment can potentially impact both the risk and return of that investment. We carefully analyze the price and effectiveness of each asset class at the time we implement our inestment strategy. This analysis includes, but is not limited to, price to earnings ratio, market to book ratio and moving averages.

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.