The second discipline is managing wealth. Managing wealth requires both asset and liability management, and a plan to guide that management.
Collaborate or Delegate
Our team can take the lead, and streamline the decision making process – focusing on those priorities that matter most – asset consolidation, focusing on the big picture, and helping to relieve clients of the burden of the daily handling of their finances.
We can also collaborate in sophisticated relationships with our clients who wish to fully understand the options and the rationale behind our recommendations, providing access to research and professionals, detailed discussion of sophisticated investment options, and scenario modeling.
We respect our role as the advisor – and yours, as the decision maker. We will work with you in the appropriate capacity and help to create a portfolio strategy focused on growth, income, and/or capital preservation – one financial decision at a time.
We strive to create deep, personal relationships with all of our clients – and that can look pretty different, to different clients.
Asset Allocation
Market action is difficult to predict, and the unexpected can happen at any time. That is why we believe asset allocation is key for investors to stay focused on their long-term goals. Staying invested, avoiding short-term market timing and ensuring appropriate diversification are just a few of the critical aspects of an effective asset allocation strategy.
Having an appropriate allocation may both reduce volatility in one's growth assets, and help to create a sound distribution strategy to help ensure access to funds – even in periods of uncertainty.
Diversification and asset allocation do not ensure a profit or protect against a loss.
