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.
Investment Strategy
Manage and Rebalance
Allocation
Investment Committee
Equities, Fixed Income
Agreement and Execution
Your investments will be managed under a tiered-fee structure:
| Fee | Account Value |
|---|---|
| 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
First Quarter 2023, the economy and the market
A brief review of the economy and some asset classes performance for Q12023.
Investment Decisions When Returns are Uncertain
Every investment decision has consequences; only the future will determine if it is a good decision. Due to the uncertainty of the markets and while many try to forecast the future, they have yet to achieve success consistently or reliably.
The Year in Review: 2022
The past year was challenging with high interest rates and inflation, recession fears and a war which set the stage for nervous investors and downward markets. While all the major equity and fixed income asset classes were down, alternative “enhancer” asset classes had mixed results, supporting a well-diversified portfolio. In addition, a tilt towards quality and value further protected portfolios from experiencing the full decline of the markets.