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Navigating Complex Terrain
Financial
Management
Once the plan has been determined, the next step is to put it in motion and to keep it moving in the correct direction.
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Selecting & Monitoring
Portfolio
Management
We provide a proprietary investment portfolio management strategy designed to result in convex return performance.
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To summarize, convex portfolios are built to minimize the effect of a drop in any given market so that they perform well through many market environments.
The benefits of convex portfolios can be reviewed in more detail here.
If you ever have questions we are always happy to discuss.
Identification & Mitigation
Risk
Management
Due to the nature of risk, risk management takes many forms.
First, it is central to our portfolio management strategy, convex portfolio execution; for a portfolio to have convexity there must be a keen awareness of risks such that the portfolio will perform well regardless of if risks materialize.
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Next, risk is ubiquitous and infinite. For instance, whether you cross the street or not there are risks that come with each decision. We think like this all the time. So if you don't, we are happy to advise.
Multi-Generational Wealth
Wealth
Management
Wealth management is an extension of financial planning, portfolio management, and risk management; if financial planning is the calculation and preparation necessary to construct a portfolio that mitigates risk and is managed for a financial goal, wealth management is the same but over a much longer period of time.
Wealth management is a financial goal that has a long time horizon, potentially a perpetual time horizon.
Additionally, the word 'wealth' indicates a degree of accumulation that is to also be maintained.
