Investing for retirement is a different skill set than investing while you’re working. At this stage, most of our clients are far more concerned with the preservation of their wealth, than they are with multiplying it.
Our investment strategy is tailored to the unique needs of retirees to help them maintain long term wealth, without creating unnecessary risk, volatility, or expense in the process.
Our portfolios give our clients access to non-correlated asset classes, that have traditionally been reserved for large institutions and endowments. This means we can diversify outside of the traditional allocation of stocks, bonds, and mutual funds, offering long term growth potential with less portfolio risk.
Fees and expenses are important, so we use low-cost investments to help minimize transaction costs.
Taxes considerations are critical to getting the most out of your investment strategy, so we help you determine not only if tax-advantaged accounts make sense, but what investments to hold in those accounts to help you maximize your tax savings.
Active rebalancing is built into our investment strategies on a weekly basis to help ensure that you’re never taking on more risk than you expected.