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.
To schedule a meeting, please give us a call.
Sarasota, FL
(941) 879-9290
Oakland, NJ
(201) 347-3110
Investment Management Posts
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.
Bloomberg Wealth: How to Be a ‘Genius’ in a Bear Market
Laura Mattia, chief executive of Atlas Fiduciary, says she’d remind clients that only part of their portfolio is invested in the domestic market. What’s more, “their overall plan was built to achieve both short-term and long-term goals. For clients who require an income stream, we have implemented a cash withdrawal strategy overlay which will not disrupt the overarching investment strategy or their spending needs.”
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.