PARTNERSHIPS - FOR YOUR SUCCESS
Successful investment management includes more than what we specialize in. To provide you with a complete solution, we partner with a variety of institutions. If you are already working with someone who is not a current partner, we are open to extending our partner list.
SAFETY OF ASSETS
We partner with big banks and brokers for safe custody of your assets. We prefer to partner with large, reliable and well-branded organizations which are duly regulated and deemed too big to fail. This separation of our investment management duties from custody and safekeeping gives you peace of mind; our only access to your wealth is in an external advisor capacity.
FINANCIAL PLANNING PARTNERS
There are many capable financial planners who can guide you through various spending and saving scenarios. We are happy to partner with them. We focus on investing your assets through the most efficient strategies to maximize your long term risk-adjusted return and minimize cost. We view financial planning and investment management as equally valuable bfferent specialties. As such, clients will benefit most when they separately retain specialists for each of these distinct needs.
TAX PLANNING PARTNERS
A minimal cost investment strategy necessarily minimizes taxes, too. For clients in taxable accounts, we achieve this through limiting portfolio turnover and selecting investment instruments with low tax impact. In addition we will partner with your tax specialist to ensure the portfolios we manage for you are tax efficient.
ESTATE PLANNING PARTNERS
A complete investment solution includes plans for asset location, asset protection and inter-generational transfer. While we have a rudimentary grasp of these matters, we prefer you hire a specialist estate planner to guide you through the options to maximize your long term welfare. We will partner with your existing or new estate planner to deliver best in class wealth management for your entire family's needs.