What Makes Us Unique?
EDUCATION & EXPERIENCE
- 55 years of combined experience in the financial services industry
- Combine degrees in law, accounting, economics and business
- Professional experience in banking, law, accounting, financial planning and advisory services
- “Battle tested” veterans of…
- Black Monday, Dow lost 22.6% in one day (1987)
- Savings & Loan Crisis (1989-91)
- Asian Financial Crisis (1997-98)
- Dot-Com Bust, September 11th terrorist attacks (2001-02)
- Global Financial Market Meltdown (2008)
- The Great Recession (2008 -09)
DISCIPLINED INVESTMENT PROCESS
- Institutional quality portfolio construction process
- Risk-based asset allocation strategy combined with a tactical overlay
- Broad diversification between cash, fixed income, equities, hedging strategies and alternatives
- FDIC insured market linked certificates of deposit
- Sophisticated combination of passive and active management
- Non-proprietary third party managers
DEPTH OF 3rd PARTY INSTITUTIONAL RESOURCES
- Charles Schwab
- Russell Investment Company
- Credit Suisse
- New Frontier Advisors, Fi360
- Litman Gregory
- Ned Davis Research
- MarketEdge
- S&P Capital IQ
- Morningstar
COMPREHENSIVE PLANNING SERVICES & OBJECTIVITY
- Unique ability to solve complex financial issues, and facilitate discussions with CPAs and attorneys when needed
- Substantial experience advising clients regarding planning for retirement and other financial needs
- Objective compensation structure
