Our Investment Philosophy
Our clients place a great deal of faith in us to manage and help protect the assets they have worked so hard to accumulate. We take this responsibility very seriously and utilize a wealth of resources to create custom-tailored investment portfolios for them to address any objective or combination of objectives they may have, including Growth, Income, Tax-Free Income, and Preservation of Capital.
Though most investors have a pretty good idea of how aggressive or conservative they would LIKE to be with their investments, very few thoroughly understand what level of risk they are taking. Even fewer really know how much risk they NEED to be taking.
Using our Empower Process, we are able to provide our clients a great deal of visibility to these questions, which helps them understand how and why their investments are tailored to their specific needs.
The client’s investment portfolio is created by blending assets including stocks, bonds, cash alternatives, and other alternatives by using asset managers either directly, or through mutual funds and ETFs. The asset managers are selected for their time-tested ability to provide superior risk-adjusted returns and do it utilizing a distinctively different style or methodology compared to other managers in the portfolio. The goal is to have a combination of managers with low correlation of returns which further enhances the risk-adjusted return of the portfolio. A superior risk-adjusted return simply means a higher return for a given level of risk, or lower risk for a given level of return.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Want to learn more about our process?
Schedule a 15 minute introductory call so we can learn more about you, your financial goals and how we can best help you achieve them.