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How We Help
Our Services
We dedicated our firm to providing individual investors with everything from robust portfolio performance to helping with the many areas of personal finance.
Valuable Guidance
Questions always come up and when they do we are happy to help. We are always available to offer advice in many areas.
Advising
Equity Advising
There are a variety of situations in which an individual may find themselves in need of equity advising.
Debt Advising
Debt (a financial obligation) is not as simple as it may seem.
Savings Advising
Saving is a very powerful tool for accomplishing your financial goals.
Real Estate Advising
Everyone needs a place to live. For many, the path that eventually leads to their home is difficult to determine.
Continuing Advice
Wealth management requires an understanding of the nature of change; regardless of how good a plan is, there is always the possibility for change. We visit our doctors every year for the same reason.
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So, to stay on top of all changes and adjust accordingly we keep an open line of communication with our clients. We are always happy to do a call and we like to meet on a semi-annual basis (even if nothing has changed).
We look forward to helping you.
Staying on Course
Once the plan has been determined the next step is to put it in motion and to make sure it keeps moving in the right direction.
Management
Portfolio Management
We provide a proprietary investment portfolio management strategy designed to result in convex return performance.
Risk Management
Due to the nature of risk, risk management takes many forms.
Wealth Management
Wealth management is a financial goal that has a long time horizon, potentially a perpetual time horizon.
Achieve Your Goals
Everyone has a set of goals that they would like to achieve, and everyone should have a plan for those goals.
Planning
Financial Planning
Financial planning is not a simple task. It's a lot to calculate which can be difficult to take on by yourself.
Retirement Planning
Retirement planning, a type of financial planning, is also highly complex and requires considering many variables.
Additional
Inclusive of the services above, we also help with much more.
Services
Account Services
Consolidation
Migration
Optimization
Analysis & Planning Services
Equity Portfolio Analysis (Evaluation & Integration*)
Expense Analysis​
Insurance Analysis
Educational Planning
Emergency Planning
Long-term Planning
Short-term Planning
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​*Integration is determined on a case-by-case basis
Management Services
Cash Equivalents Management​
Tax-loss Harvesting
Trust Management
Exclusive Benefits
Institutional finance has many benefits that seldom are enjoyed outside of the world of institutional finance.
Institutional
Investor
Service
Institutional vs Retail
Details about institutional finance are not widely known which gives us another opportunity for transparency.
​​Institutional finance can be thought of as the firms that offer services to large pools of money such as endowment funds, pension funds, hedge funds, venture capital funds, private equity funds, commercial banks, mutual funds, and insurance companies. Institutional finance clients are typically not individuals so by default this means that retail finance clients are.
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How the two areas differ from each other is not restricted to just the client type. The services that each group is offered are a major differentiator as well.
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As we have detailed in other parts of our website, central to our approach to wealth management is our strategy of convex portfolio execution. This strategy is more likely to be offered to institutional clients than to retail. So, the investment strategy that we provide to our clients is one way that we offer an institutional experience, but it's not the only way.
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Another very important way is cost, or fees, which are described in more detail here.
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The combination of our investment strategy and the reduced level of fees that our clients benefit from is what we refer to as institutional investor treatment and exclusive service and benefits.