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

We will discuss your short and long-term financial goals and objectives. Understanding the role that your investments play in your cash flow and entire financial picture is essential to match your investment goals to your portfolio. Partnering with you, we evolve your strategy to transition with your changing goals and objectives.

Manage and Rebalance

Investment management is not static – it is a proactive and dynamic process. We monitor and adjust investment allocations to maintain a well-diversified portfolio as your life goals and economic conditions evolve. We ensure you remain on track and continue to make strides to achieve your investment objectives.

Allocation

Upon analyzing your goals, risk tolerance and capacity, we will develop an optimum investment portfolio. Diversification is fundamental to our portfolio allocation and is achieved through complex mathematical modeling of equities, fixed income, alternative investments, real estate and commodities – to minimize risk and enhance returns.

Investment Committee

Our investment team completes periodic strategy updates and ongoing evaluations to monitor the progress of your portfolio. Ongoing communication with specialist and management teams keeps us informed of changing economic conditions throughout the year.

Equities, Fixed Income

Our open-architecture platform and merit-based selection process allows us to pursue a wide range of investments best suited for each client and without conflicts of interest. We have access to all globally available investment choices including institutional investments unavailable to individual investors.

Agreement and Execution

Your portfolio may be intended for long-term capital appreciation, the generation of income or both. Ensuring your portfolio meets your needs requires proactive investment selection and oversight. Our investment team follows a systematic assessment and evaluation process to achieve your goals.

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

How Market Volatility Destroys Wealth (With Video)

May 31, 2022 No Comments

There seem there are two extremes when it comes to investing. Those investors panic the first minute we experience a down day. Others are not phased at all since, after all, the market always bounces right back.

How is Your 33/33/33 Portfolio Performing?

May 20, 2022 No Comments

Warren Buffett is known for offering his investors these words of wisdom on more than one occasion. He intended to remind investors that everyone can look like a genius in a bull market, but undisciplined investing can leave you vulnerable during market downturns. Understanding and managing your risk is our number one job. Protecting against changing regimes and worst-case scenarios while providing exposure to growth is quite the balancing act. Still, financial science has proven that we can do it.

(Video Included)

One Strategy to Navigate a Recession

May 11, 2022 No Comments

Many business owners and investment professionals believe the Fed’s actions to reduce inflation will result in a recession. Last week, the Federal Reserve (Fed) hiked the Fed funds rate by 50bp to 0.75-1.00%, the first back-to-back hike since the second quarter of 2006, with expectations of a series of rate hikes.