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
Rethinking65: Building a Portfolio for the Long Term
Constructing portfolios with less downside capture is critical to building long-term wealth, says this advisor and former NAPFA chair.
Looking Into Your Crystal Ball, Is It Time To Sell Yet? (Video Included)
A prediction about an uncertain future is just an opinion and should not determine anyone’s investment decision. Many people learn this the hard way. Markets have always rewarded discipline – having an investment philosophy, a strategy to manage risk and sticking to it is the surest way to reap success when investing.
The Bond Market, Current Status, Interest Rates and The Federal Reserve (Video Included)
Laura and Steve interview Jason Stuck from Northern Capital an expert on bonds.