Investments

investment management

investment management

Investment management plays a pivotal role in helping investors achieve their financial goals and secure their financial future. It is essential for building and preserving wealth. As the markets have become more global, and various world events can impact investment results seemingly overnight - let’s face it - investing has gotten a lot more complicated. 

There's an old saying, "Once you carry your own water, you will learn the value of every drop." Investing can be like water - easy to slip through ones fingers or evaporated. We take investing seriously and are diligent with our clients' hard-earned money they have entrusted with us. 

Professional expertise

We partner with Dynamic Wealth Advisors whose investment committee members and portfolio services team bring a depth of knowledge and expertise. Using our combined decades of experience and extensive research, we build investment portfolios that manage risk and have the growth potential necessary for you to achieve your goals.

customized porfolio

We evaluate the global marketplace and work with you to select the ratio of stocks, fixed income and alternatives to accomplish your key risk and return objectives. We use academic and investment research along with sophisticated tools for portfolio analysis to tailor your portfolio to your unique financial goals, tax situation and risk tolerance. 

risk mitigation

We measure your ability and willingness to take on risk. We use our experience and stress-testing tools to create diversified portfolios that help reduce the impact of market volatility and economic uncertainties. We monitor your portfolio to ensure consistent risk exposures. This approach can help to safeguard wealth against unforeseen downturns.

ongoing monitoring

We continuously monitor and adjust your portfolio to ensure it remains aligned with your objectives. Our investment team has regular reviews to assess the global market climate and adjust strategy as needed. Portfolios are regularly rebalanced to sell into strength and buy on weakness. This proactive management optimizes returns and minimizes risk.

ESG: People + Planet Investing

ESG: People + Planet Investing

We have extensive experience helping clients invest in alignment with their values. We have found that many clients desire to invest in companies that are thinking of the “greater good”, most often in the areas of environment and climate change, and social causes such as avoiding slavery & child labor, promoting fair wages, and diversity.

This style of investing is currently referred to as ESG investing, which is short for Environment, Social and Governance. It is also known as impact investing, sustainable investing, and socially responsible investing. For those who have an interest in ESG investing, we can design a portfolio strategy that emphasizes your personal areas of interest. 

Our Investment Philosophy

Asset Allocation

We believe in long-term strategic investment management and assuring that portfolios are allocated across a variety of categories of investments.

Global

We are global investors, believing that both domestic and international markets offer opportunities for enhanced growth and risk management.

Diversified

We are diversified investors across categories of investments (asset classes) and individual investments. We identify investments that move differently from each other to support risk-adjusted returns in various market environments. The outcome can lead to smoother results over the long-run.

Balanced

We believe that a mix of stocks, fixed income and alternative investments may be appropriate at all stages during investment cycles.

Low-Cost

For the majority of our clients, we use low-cost ETFs (Exchange-Traded Funds) that typically offer a significant cost savings relative to traditional funds. We also utilize other low-cost portfolio managers that can customize the investment selection.

Tax Efficiency

We select investments that distribute fewer capital gains while also placing the right investments in the right types of accounts, favoring lower taxes and higher after-tax returns. 

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
Learn More
Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
Learn More
How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.
Learn More