Your fixed assets—art, cars, houses and boats—have tremendous emotional worth but are hard to value. Our analytical system has been developed to support you with a highly transparent, liquid portfolio.
Taking the emotion out of financial decision making is vital for instilling confidence. Why? Because we realize how deeply you’re connected to all you’ve achieved and how important it is to preserve.
Unlike many other advisors, we don’t use outside fund managers. Instead, our strategy is to invest in ETFs as significant portion of the portfolios we construct along with diversification in bonds, commodities, FX and cash as appropriate.
Our use of ETFs is anything but passive. Every day we measure and rank indices against each other and the S&P500’s performance. Then we put our full analytical power to work to help you make the most informed decisions you can to help achieve your goals.
