Helping Investors Gain Confidence with a Personalized and Holistic Approach to Their Finances.
Work with a partner who will provide an investment experience tailored to you.
Money is personal, and we believe investors deserve a partner that will provide them with a bespoke investment experience tailored to their needs and objectives.
Our discipline is built on the foundation of holistic planning and how investment and insurance solutions can work in concert to help mitigate six fundamental financial planning considerations* with the purpose of helping our clients work to achieve their financial goals.
Once the agreed plan is in place, we proactively manage it, evaluate its progress, and adjust it to meet shifting objectives and changing market dynamics. We want to exceed expectations and provide transparency into our process so that our clients can remain confident throughout our partnership.
To assist with the execution and proactive management of our clients’ investment plans, we’ve partnered with Simplicity Wealth, a comprehensive wealth management platform that specializes in providing financial advisors, and by extension their clients, with holistic financial planning solutions. Simplicity Wealth helps us deliver institutional-level investing and sophisticated technologies to help our clients minimize risk and maximize potential return of their portfolios.
A holistic investment plan to help grow and protect your wealth.
Remain Committed to the Strategy
Be confident in and committed to your investment plan with risk-tolerance based investment strategies.
Look to Optimize Total Return Potential
Deploy customized investment and tax strategies for growing and shielding your assets.
Protect and Preserve Investable Assets
Build a holistic financial plan that addresses six fundamental financial planning considerations.
A dedicated approach that puts you first.
Step 1
Start
Smart
First, we gain a thorough understanding of your current financial situation, goals, and objectives, incorporating six universal considerations of holistic financial planning.
Step 2
Apply
Discipline
Next, we design an investment strategy that works to grow and protect your wealth, and to help keep your goals and objectives at the forefront of our planning process.
Step 3
Communicate
Progress
Lastly and continually, we work to ensure transparency of your investment plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
What’s a Risk Score?
Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.
It’s important that investors understand their risk tolerance so that they can help guide the design of their investment strategy. This approach looks to balance the investor’s desire for returns goals with their ability to stay confident and invested throughout market cycles.
To help investors understand their risk threshold we deploy a proprietary algorithm rooted in the well-known Value at Risk (VaR) measurement that helps us quantify their sentiment toward financial uncertainty, specifically their emotional tolerance with respect to the magnitude and speed of potential investment loss. This Analysis provides them with a VaR Score that can help determine if their existing portfolio aligns with their risk tolerance.
Intelligent, Disciplined Investing
with AssetLock
AssetLock is a proprietary, investment portfolio monitoring service that delivers personalized communications to advisors and investors in a secure environment.
This technology informs investors about their portfolio’s progression according to their risk tolerance
AssetLock® is tracking software used to monitor the performance of a client’s household portfolio and predetermine the amount of downside the client is willing to tolerate. The AssetLock Threshold is the maximum percentage of the downside the investor is willing to accept inside the portfolio as determined by Simplicity’s proprietary risk scoring algorithm, which is based on a Risk Tolerance Questionnaire and Value at Risk (VaR) Analysis of the household and model portfolio(s). It is NOT an actual stop order and will NOT automatically sell the individual securities in the household portfolio. The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.
