Personal Advisory

Personal CFO

Investment Principles & Objectives

Strategic Planning

Liability Management

  • Tailor investment strategy to fit client financial profile:
    • Client interviews define objectives and risk tolerance
    • Historical income and balance sheet data are next reviewed and analyzed
    • Projected income and capital needs are further assessed to further refine investment strategy
  • Once objectives set, seek highest client return with lowest unit of risk
  • Balance client needs for growth and capital preservation:
    • Seek to exceed benchmark returns
    • Minimize downside risk and portfolio volatility
    • Select best of breed mutual funds, ETFs and individual securities. Value orientation
    • Attain tax efficiency wherever possible