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Guidelines for Investment Strategies,
Collaboration, Transparency, and Accountability

Investments: Our primary goal is to build and retain a lasting investment strategy for your family by offering long-term investment, laser-sharp strategies managed by skilled advisors, and tailored to individual needs. We help provide stability, and confidence for financial independence. We believe that consistent, long-term results matter 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 consider 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 research and recommendations goes beyond traditional investments such as stocks and bonds. Our Alternative Investments Platform is robust; it ranges from Global Real Estate, Private Equity, Hedging, Customized Notes, and more. We may recommend different Alternative Investments if they fit your goals and objectives. This brings confidence to our clients.

  • Capital Preservation: We believe our job is to help protect and grow. We do this by identifying short and long-term risks and designing strategic portfolios to prudently manage these risks to help preserve your capital today and help grow your assets in the future. We use our proprietor process which 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 can work towards improving  the chances of the success of your long-term financial plan.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

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