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Investment Philosophy

Investment Philosophy

 Investments: Our primary goal is to build and retain a lasting Investment Strategy personalized to your goals and objective. We believe that consistent, long-term results matters most and our investment strategies are guided by these core beliefs:  

  •  Global Diversification We believe that strategic asset allocation is the most important determinant of a portfolio's risk and return over time. We design globally diversified portfolios that cover the major asset classes of domestic and international equities, alternative investments, and cash. We use a disciplined approach employing strategic and tactical elements in constructing and monitoring our allocations. In designing our portfolios we take into account trends such as the rise of alternative energy, the emerging middle class in developing countries and the transformation of world trade and globalization.
  • Alternative Investments Our unbiased research and recommendations goes beyond traditional investments such as stocks and bonds. We will also recommend different Alternative Investments if they fit your goals and objectives. This bring confidence to our clients.  
  •  Capital Preservation We believe our job is to protect and grow your wealth. We do this by identifying short and long-term risks, and designing strategic portfolios to prudently manage these risks in order to preserve your capital today and grow your assets in the future. We use our globally diversified approach because it emphasizes risk management.
  •  Controlling the Impact of Changing laws, Taxes and Inflation. We believe that the biggest enemies to your portfolio over time are the negative impacts of expenses/ fees, taxes, and inflation. We are committed to eliminating unnecessary investment costs and identifying tax saving strategies that may significantly improve the chances of the success of your long term financial plan.
  •  Our Independence, coupled with our compensation structure, allows us to seek out investments to address your needs. We provide full transparency of costs and have no incentive to purchase investments because of fee sharing arrangements. Our structure allows us to focus on our clients interests without bias or influence.