As Investment Advisers we take a fiduciary role putting advisory client’s goals and best interests first! Our investment approach is designed to adapt to market turns and unpredictable economic circumstances; cookie cutter portfolios don’t cut it in an ever-changing world. Typical buy-and-hold portfolios are predicated on a “Buy a little bit of everything all the time;” and “Hold on it will come back” philosophy.
We take a more focused approach by allocating our portfolios to investments we believe make the most sense based off the opportunity present at that specific time. Utilizing research from multiple internal and third-party sources to look at the markets from many angles, when investing environments change, so will our portfolios. In extreme economic situations (economic depression, systemic collapse, pandemic, war, political chaos…etc) we can be defensive, even to the point of taking our clients’ accounts to cash. Our institutional exchange platform enables block trading across all advisory accounts (regardless of account size) with just a few clicks, so we can act fast and efficient. We believe our willingness and capacity to dynamically act and react to changing market conditions sets our investment approach apart.
Since we align our fee with account value, as accounts rise or fall our profitability does the same. Because our income is tied to account performance, our clients appreciate and understand that we want their money to grow just like they do!