Strategic Investment Management:
If your investment advisor ISN’T ON TOP of current trends that are impacting the markets, you have an increased likelihood that your life savings could be NEGATIVELY impacted
- I BELIEVE IN constant monitoring of current factors and trends that are impacting the markets.
- I BELIEVE IN understanding the vital details on the always-changing fundamental, valuation and technical inputs to all of the different industries and asset classes.
- I BELIEVE IN evaluating consolidated views from hundreds of money managers we recommend and monitor.
- I BELIEVE IN utilizing sophisticated data and analysis tools to help make sound decisions.
Our Process
O
ur Securities & Asset Management Services are offered through the #1 Independent Broker/Dealer in the country*, LPL Financial Member FINRA/SIPC. *Based on total revenues, as reported in Financial Planning magazine, June 1996-2011.
Investment advisory and management services begin the implementation phase for you as our Strategic Asset Management client. We will guide you through the process of analyzing and investing your financial assets, as well as helping to develop your Investment Philosophy – One that identifies your return objectives, as well as an optimal allocation and appropriate benchmarks for comparison. It will also identify appropriate risk tolerance, and any tax considerations, as well as the relevant time frame and any liquidity requirements.
Next, we will assist you in building an efficient portfolio comprised of many types of securities that is consistent with your investment philosophy. This might be a partial modification of your existing portfolio, or a complete reconstruction. We will lead the search and selection process for money managers by starting with an in-house review of historical performance. Then, we will turn to careful review of new managers. We can then generate a recommendation report, which includes information gathered regarding quantitative and qualitative manager screens.
Once investment decisions are agreed upon and implemented, we will monitor asset performance through thorough reviews and communications with you as frequently as quarterly. Ongoing review and management completes your highly customized strategic asset management services.
In Addition to The Above Highlights, There are More Reasons To Allow Us To Help You Manage Your Investments
- Our independence places us in a unique position to access a broad universe of non-proprietary investments. We strive to remove conflicts of interest. We are objective and unbiased.
- I have a 33-person research team that leads my firm’s due-diligence efforts that focus on mutual funds, stocks, & bonds…. seperately-managed accounts, variable annuity sub-accounts, ETFs, hedge funds, and real estate investments.
- I keep a 30,000 foot view on the rapidly moving society and use a diligent process for designing the asset allocation and investment selection framework for my customized portfolios.
- Since my recommendations within my Wealth Portfolios are implemented within an all-inclusive model, I meet with my clients on a quarterly or semi-annual basis to monitor their portfolios and ensure that their investment mix is still in line with their goals.
- I have a sophisticated sell discipline that helps take much of the emotion out of investing. This is a very important part of the risk control and portfolio monitoring process. This enables me to determine 2 critical things: 1) How long do we wait to sell an investment if its lagging or 2) how long do we stay in a successful investment idea before taking profits.