HOW AND WHAT WE BUILD
Our main strategy for building your wealth is active investing: portfolio management that focuses on addressing volatility and changing market environments.
Our portfolio manager adjusts each client portfolio on a daily, weekly and/or monthly basis depending on market conditions and each individual’s investment objectives and risk tolerances.*
build a legacy
With active investing you get access to the kind of trading and portfolio management usually reserved for the 1%. Helping you retire when you want, leaving behind the legacy you desire.
What exactly do you do with my investment?
AN ACTIVE INVESTING STRATEGY
The goal of active investing is longer-term: beyond the daily market ups and downs. Avoiding ‘draw downs’ (e.g. drops in the market) is one of the single most important ways to not only maintain portfolio balances but capture this longer-term growth.
So we adjust portfolios for the broader economic, political and social environment, with a focus on long term gain.
WE DO THIS EACH DAY
Jesse, our portfolio manager, spends the majority of his day monitoring the markets:
- Reviewing and reading economic research
- Conducting market analysis
- Monitoring prices of stocks, bonds, & commodities
He makes investment decisions with the goal of capturing gains when the market is going up and reducing exposure to portfolio risk when the market is doing poorly.*
WHICH LOOKS LIKE…
WHAT CAN I LOOK FORWARD TO?
Our main strategy for building your wealth is active investing and a long-term approach.
A professional investment manager isn’t distracted by short-term market volatility. We have the historical context and analysis to make investment decisions* that help you achieve your life dreams.