We believe that an optimal investment strategy is imperative for any financial plan. History has proven that interest-generating investments such as cash and bonds have relative stability of principal. However, they provide little opportunity for real long-term growth due to their susceptibility to interest rates and inflation. On the other hand, equity investments have clearly enjoyed significantly higher long-term risk-adjusted returns historically, but are vulnerable to more severe volatility risk in the markets. To balance the need for safety and performance, we use several investment platforms to bridge the gap between traditional and alternative investment strategies. They allow us to identify and design the best investment strategy for your situation, and answer questions such as:

• Am I taking too much or too little risk with my investments?
• Are my assets divided into different buckets to address different goals and different time horizons?
• Are my investments generating unnecessary taxes?
• Are my accounts being dynamically reallocated periodically, so I stay within my risk parameters?

After establishing separate accounts and aggregating these into ‘buckets’ tied specifically to one or more of your various financial objectives, we then consider these variables for each bucket, which include among other things your risk tolerance, time horizon, tax sensitivity, income requirements, and more. In this way, we can more strategically optimize your asset management and position you for greater success relative to your various financial objectives. Our most important goal, when it comes to our investment advisory services, is not gathering and retaining your assets, as it is for many in our industry. Instead, our most important focus is to create a next-level investment plan that fuels your confidence to let more of your money go, as you live more generously and share with others the experience of a truly wealthy life!