From our founding as a private equity firm, we've
extended our approach across asset classes to include public
equity, credit and venture capital. And, we leverage our
shared platform to capture cross-asset class opportunities
in strategic areas of focus.
Our investment planning process makes it possible to choose the most suitable investments for you. Unlike many of our competitors, we do not offer a cookie-cutter investment proposal with our financial plans, but rather a customized portfolio that is designed to meet your specific goals and objectives.
How well you invest will dictate the resources you have available to meet your objectives and goals. This is why it is imperative that our advisors know your goals as we craft your plan because these will influence how we invest your portfolio. It is through our investment analysis process that we will determine if your existing portfolio is inefficient or suitable for you. In analyzing your investments, we review all of your accounts to summarize your allocation between equities (stocks), fixed-income (bonds) and cash.
These include your personal and work retirement accounts,
taxable investment accounts and cash reserves in savings and
CDs. Next, we review your specific investments to verify the
quality of the investments as well as how much risk is
associated with the underlying investments. Ultimately, our
investment decisions and recommendations will help build you
a portfolio that:
Generates enough income you can live off of in retirement
Offers growth potential so that it appreciates
Reduces security risks through diversification
Allows you to sleep at night