Portfolio Construction
Each client's portfolio is constructed to optimize their return objectives, risk tolerances, time horizon, liquidity needs and unique circumstances. Consideration for a dispersion of outcomes is a prime factor in structuring client-specific portfolios.
Information Advantage - Forecasts From All Wall Street Firms
Portfolio construction draws from research across all major Wall Street firms. Most people are unaware of the magnitude of potential foreseeable outcomes for investments, and of the value from accessing a broad range of forecasts from a multitude of firms. Below are two examples illustrating this point.
Transparency
Transparency is paramount. Your portfolio is unique to you, and you can log into your account at anytime to view your holdings and confirm market value. Your investments consist of publicly traded, exchange-listed assets. We do not invest in opaque private markets.
Account Security - Your Funds Never Transfer To Us
We are focused on providing you with the utmost confidence in your financial plan and in your account security. Your funds are never transferred to us. You open an account in your name with an FDIC-insured custodian (brokerage firm) with over $150 Billion in assets. You transfer funds into your account, held in your name, where we can only implement investments on your behalf. You maintain complete ownership of your assets 100% of the time.
