Scientifically Driven Investment Management Solutions
As scholars, studying investment theory and working with nationally-known Ph.D.’s, we use advanced theory beyond the 1990 Nobel-Prize winning principles of asset allocation and risk management. Our investment approach involves empirically proven, cutting-edge techniques to deliver return and income with less risk. As known industry thought leaders, we collaborate with other professionals to continuously enhance our approach.
Optimizing Your Wealth on a Continuous Basis
Ongoing asset management includes updates to your financial roadmap on an as-needed basis. We recommend revisions to your projections and roadmaps when life, tax laws, etc. change or take place. Together, we’ll rebalance as needed so your portfolio does not become riskier and you receive the extra return by adhering to a strict buy/sell strategy.
Manage and Rebalance
Equities, Fixed Income
Agreement and Execution
Your investments will be managed under a tiered-fee structure:
|1.25%||$0 - $500,000|
|1%||$500,001 - $5,000,000|
|0.9%||$5,000,001 - $6,000,000|
|0.8%||$6,000,001 - $7,000,000|
|0.7%||$7,000,000 and above|
Want to learn more about working with us?
We can meet in person if you live near our offices in Sarasota, Florida or Oakland, NJ, or we can meet virtually no matter where you live. Contact Us to set up an appointment.
Investment Management Posts
Alternative Investments and Diversification In a Dynamic Investment Environment
Investors are shocked that the so-called 60/40 portfolio failed to provide protection from the bear market in stocks this year. Many thought stock and bond prices always move in opposite directions, which was the foundation of their diversification strategy.
Q3:The Status of the Bond Market
This year, interest rates have increased dramatically, leading to significant declines in bond prices. You may be most aware of this if you own a bond mutual fund or ETF.
Tax Loss harvesting – Pros and Cons
Harvesting losses seems like an automatic thing to do in a year where most asset classes decline in value. Like anything else, though, it makes sense for some, but it is not a great idea for others. Even for those for whom it does make sense, the advantages are limited and only begin to benefit you once you have gains to offset the losses. For some people, surprisingly, capturing GAINS is a good strategy!