Smarter Investment Advisory
Our Mission Statement:
Wealth can change the world for the better. We want to empower our clients to create positive change in their lives and the lives of those around them.
Why we exist:
We are an investment advisory firm founded on the principle that risk management is paramount; however, that doesn't mean a mix of a magical ratio of stocks and bonds. We believe there are better (and far more effective) alternatives to diversification. For example, gold as a hedge to inflation. There are many reasons to manage risk, but above all, risk mitigation is the most effective way to build and keep wealth.
Most financial advisory firms suggest that investors buy and hold (and pray). However, we know through research and market data that this is absolutely not the path to optimal returns. In addition, it presents a conflict of interest between advisor and client. We will suggest an entirely different approach to earning a positive (and large) return on investment. The result is a buy and hold investment without the painful (and wealth-destroying) drawdowns . How do we accomplish this? With smarter risk management. We use risk management tools in ways that others don't. As a result, our clients sleep better and enjoy higher-than-market returns in the long term.
What we offer:
The bedrock of our system rests on the idea that risk and reward do not need to live in the same place. Traditional firms (and most conventional wisdom) will suggest that risk and reward are joined at the hip and thus cannot be separated. We know from experience that, just like any system, there are holes that can be exploited. We've found those holes and our clients are seeing the rewards.
We are a small, family-run firm and we prefer to keep it that way. Without the red tape and delays of formal committees and endless meetings, we can execute quickly on new ideas, offer timely, direct support to our clients, and be nimble to changing market conditions.
The danger of the norm:
We have a strong passion for improving the status quo. We feel that most firms are actively (albeit not maliciously) doing their clients a disservice, and as a result, costing them millions of dollars in aggregate.. Instead of providing true investment advisory service and tailored portfolio construction and risk management, firms are lumping everyone into the same crowded position. At some point, a liquidity crisis will occur and the clients will suffer.
Financial Advisory/Asset Management