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INVESTING & BANKING

 

We build and structure a custom investing and banking solution that is right for your family, easy to use, and focused on positive outcomes to keep life simple.

 

OUR CUSTOM-BUILT SOLUTIONS

Once we have a full understanding of your financial situation (which goes far deeper than returns and risk tolerance), we custom build a solution that incorporates these areas:

CORE LIFESTYLE MAINTENANCE PORTFOLIO

A Core Lifestyle Maintenance Portfolio is dedicated to helping us understand how much money to set aside in order to maintain your lifestyle for the rest of your life. This will help us address you growth needs and risk preferences.

SATELLITE PORTFOLIOS

Build Satellite Goal Portfolios ensures that other important goals are met. This provides a clear picture and understanding if a goal is over or under funded. This gives you the freedom to allocate capital effectively and efficiently.

THEMATIC INVESTING

Clients sometimes seek a specific type of investment that overlays their portfolio with an investment style that suits their personality or personal values. We have the ability to incorporate those preferences into your portfolio to ensure you feel satisfied with where your money is allocated.

CASH MANAGEMENT

We know that access to your capital is important, as it gives you the freedom to support your lifestyle. We fully integrate your banking needs and your investment portfolio allowing you to save on taxes while keeping your cash working for you. To do this, we integrate our deep understanding of your cash flow plan with your investment portfolio. This ensures cash is on hand and sourced from the most appropriate areas of your balance sheet.

TAX-AWARE AND ENTITY SPECIFIC IMPLEMENTATION

When taking a further look to optimize your portfolio, we focus on Tax-Aware and Entity Specific Implementation. This allows your financial team (Estate Planner, Tax Accountant, Insurance Provider, and Wealth Manager) to fully consider the legal structures best suited to accomplish your goals, the tax advantages of those entities, and the solution that gives you the most optimal after-tax outcome.

CONSOLIDATED REPORTING

We will not only report on the assets you hold with us, but we will integrate your entire financial and non-financial assets into your client portal and reporting tools. This gives a picture of your entire situation in a easily digestible manner. This allows for you to better understand where your assets are and how they are performing for you.