Investment Approach | Focused Investing & Asset Allocation

Looking to grow your assets?

Whether you are looking to grow your assets in preparation for retirement or looking for a place to keep your assets while you are in retirement, we are here to help.

We have the tools you need to achieve your goals from utilizing stocks, ETFs, bonds, and private investment funds.

Establish Benchmarks

Your benchmark, not the S&P 500 which has no bearing on your personal requirements.

Your Lifestyle Return Benchmark™

The LRB is the rate of return your portfolio needs to achieve to secure your lifestyle goals and aspirations. If you own a business, we incorporate the value of your business into this analysis.

Your required rate of return

Why take more risk than you need to?

Establish Benchmarks

Your benchmark, not the S&P 500 which has no bearing on your personal requirements.

Your Lifestyle Return Benchmark™

The LRB is the rate of return your portfolio needs to achieve to secure your lifestyle goals and aspirations. If you own a business, we incorporate the value of your business into this analysis.

Your required rate of return

Why take more risk than you need to?

Why The Lifestyle Return Benchmark Matters.

The Lifestyle return benchmark establishes your customized rate of return benchmark, which is far more reliable than a random benchmark, like the S&P 500, which is an unrelated measurement and has no bearing on your precise personal financial requirements.

We establish your LRB through our proprietary required rate of return (RRR) process. Each year we compare your LRB with your portfolio’s actual return to ensure you are progressing in the right direction.

If your portfolio is not fully on track, we reevaluate your plan and make the necessary adjustments that are economically possible. Moreover, we educate you on the other available options you have to stay on course.

I Own A Business
Building Your Lifestyle Portfolio

Our objective is true wealth accumulation, preservation, and distribution through sensible and thoroughly tested portfolio construction practices.

If your planning calls for a more conservative approach, we can achieve that for you, too. This tactic may result in a slightly lower rate of expected return, but it provides better protection in the event of a severe bear market.

The goal is not to beat the S&P 500, but rather, and most importantly, to earn your precision-crafted, personalized lifestyle return benchmark™ (LRB).
How do we accomplish your goals?

To accomplish your objectives, we use a proprietary mix of safe and conservative investment strategies, core investment strategies, alternative investment strategies, and, if appropriate, a combination of real estate and business assets.

Annuities and insurance can also play an essential role in a broadly diversified portfolio to buffer sudden shocks and unexpected perils. Based on your Lifestyle Protection Plan, we can adjust the size of your safe and secure investments so you can afford to withstand more risk elsewhere if you wish.

Regardless of what the stock and bond markets are doing, our blend of proven strategies delivers peace of mind.

Investment Management

Looking to grow your assets?

Whether you are looking to grow your assets in preparation for retirement or looking for a place to keep your assets while you are in retirement, we are here to help.

HOW DO WE DO IT?

Establish Benchmarks

Your Lifestyle Return Benchmark™

Your required rate of return

Establish Benchmarks

Your Lifestyle Return Benchmark™

Your required rate of return

Why The Lifestyle Return Benchmark Matters.

The Lifestyle return benchmark establishes your customized rate of return benchmark, which is far more reliable than a random benchmark, like the S&P 500, which is an unrelated measurement and has no bearing on your precise personal financial requirements.

I Own A Business

Building Your Lifestyle Portfolio

How do we accomplish your goals?

6 STEPS TO ENSURE YOU ARE READY FOR RETIREMENT

EVALUATE INVESTOR & ECONOMIC ENVIRONMENT

Determine asset allocation strategies

Develop Investment policy statement

measure, evaluate, and communicate performance

monitor circumstances dynamically

the goal is to achieve lifestyle return benchmark with lower risk

Investment success depends on integrating your unique circumstances with prudent long-term strategies with a high probability of achieving your financial goals.

Investment success depends on integrating your unique circumstances with prudent long-term strategies with a high probability of achieving your financial goals.

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