OUR INVESTMENT APPROACH
We help the first-generation wealthy make smart decisions about their money so you can do what you want to do
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.
.png)
Wealth Roadmap
Our process ensures that we build and execute a wealth plan to help you live the life you want.
Execute
We prioritize to focus on your most pressing needs first, like wealth accumulation, preservation, and education, all while keeping long-term goals in mind.
-
Phase 1: Important and urgent
-
Phase 2: Important but non-urgent
-
Phase 3: Ongoing/update
Execute
We work to understand who you are and what's important to you. This is the foundation for everything we do.
-
Values
-
Goals
-
Current Situation
Purpose
Our plan considers everything that can impact your financials and sets specific targets and timelines to achieve your goals.
-
Tax-Efficiency
-
Estate/Legal
-
Investment Management
-
Risk Management
-
Cash Flow (Income, Debt, Cash)
Plan
Plan
3 Uniques
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.
.png)
Data-Powered Portfolios
We navigate volatile markets with an innovative process. We continuously reassess the portfolio and adjust the investment mix.
By integrating comprehensive global macroeconomic analysis, meticulous investment filtering, strategic allocation, and continuous communication, we ensure your portfolio is optimized for growth and resilience.
Let us guide you through each step to achieve your financial goals with confidence.
Our approach has 3 Rules:
1) Have a Plan for Up Markets
2) Have a Plan for Down Markets and
3) 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.
OUR APPROACH
Welcome to the Wealth Roadmap:
Our proprietary method for replacing financial fog with focus – designed around your goals and values.
We approach financial planning like we would a marathon: Using the Wealth Road Map you set the goal, set the date, and we create the program to get you from where you are now to the financial finish line. Just like wealth, running a marathon requires focus, a plan and resilience. And for first-gen wealth like you, success didn’t come from shortcuts—it came from persistence.
This approach isn’t just about managing wealth—it’s about reducing worry and giving you the clarity, freedom and security to live the life you want.
Making smart decisions is about your money requires leaving no stone left unturned. That happens with an ongoing analysis of your financial picture by focusing on these areas