Scientifically Driven Wealth 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 |
Investment Management Posts
Prepare Widows for Their ‘New Normal’ and New Relationships
The final stage of widowhood, known as transformation, is when a widow’s new life as an independent woman evolves. Having emerged from profound grief and grown into her new lifestyle, the widow in transformation can focus on more advanced planning.
Investing in Private Equity
We recently gained access to this asset class through a mutual fund. In the past, only large institutional or wealthy investors could gain access to investments in non-public companies. Besides that, there were many other disadvantages to investing in private equity, including the potential for capital calls where the fund managers require that investors provide more capital if needed, high costs including a fee structure like hedge funds (2% management fee and 20% of the gain goes to the manager, typically called 2 and 20) and lock-up periods that prevent access to your investment for potentially several years. Using mutual funds eliminates most of those issues.
Where does the interest in compound interest come from? And how do you take advantage of it?
BLOOMBERG (December 16, 2021) — In my head, interest is reinvesting the money made on an initial deposit. But for example if I buy one …