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
How Market Volatility Destroys Wealth (With Video)
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?
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
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.