Portfolio Design + Management

Our Independence as a firm allows us to build custom portfolios tailored to your short term, long term and lifetime needs. We manage and measure plans based upon your personal benchmark – putting you in control. Our proven Master Plan™ process ensures you are informed with regular updates and Rhythm Review Meetings, allowing your portfolio to support you at every age and stage of life.

INDEPENDENT FIRM

  • Portfolio Dynamics – Fluidity, Liquidity, Options, Results
  • Transparent Architecture – Cost, Analysis, Comparisons, Triple Oversight, Strategy Filter
  • Loyal to Client Solutions and Results vs Products

TYPES OF CAPITAL

  • CORE CAPITAL – SUSTAINABLE INCOME
    Tax Efficient, Comfort & Lifestyle need, and Less Correlation to Market Forces
  • PATIENT CAPITAL – LONG TERM GROWTH
    Strategic Focus with Tactical Adaptability Blend Actively Managed and Passive Investment Vehicles Used to Convert to Core Capital in Future

INDEPENDENT FIRM

  • Building Wealth to Utilize Wealth
  • Sequence of Returns
  • Money Buckets (Taxable, Tax Free, Tax Deferred)
  • Correlation Analysis