Investment Approach
A research-based, data-driven, market-tested methodology creates a repeatable process. Mathematically defining trends and risks eliminates opinion and emotion.
Our approach has 3 Rules:
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Have a Plan for Up Markets
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Have a Plan for Down Markets and
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Have a Clear Way to Know the Difference Between Up and Down Markets
Research has shown that markets spend most (approximately 80%) of their time declining and getting back to even. This reality makes it critical to have an investment methodology designed work for you by putting the probabilities on your side.
Intelligent investment strategies with Smart Diversification®
Smart Diversification® aims to manage risk by making evidence-based decisions. Markets spend most of their time declining and recovering from declines. A small–but powerful–amount of time is spent reaching new highs or creating new wealth.
Without an effective risk management strategy, a portfolio may spend excess time in decline and recovery, rather than creating new wealth.
What We Do
We design, build and protect wealth on purpose so you can live the life you want. As your wealth team, we leave no stone unturned, working through a comprehensive checklist to address the matters that are important to you across the spectrum of financial categories including: investments, tax, estate, debt and cash flow, as well as risk aspects.
Our Approach
We use a market-tested, data-driven, repeatable process (called Smart Diversification®. Click here to learn more). Instead of recommending one thing to you and us doing something different, we invest alongside you, investing in the same investments.
Who We Serve
We specialize in serving first-generation wealth builders. You built it. You know the challenge. We understand.
