Investment Strategy Options
As an Registered Investment Advisory firm, we enjoy the advantage of being able to offer you a vast universe of investments and investment strategies. We are not beholden to any brokerage house or their platform and form relationships with multiple entities that all offer something an individual client may desire. Every portfolio we build is from scratch and custom to you. Scroll down to see just a few of the ways you can create the portfolio that fits you best!
Our strategy for you begins with award winning risk tolerance technology. We don't haphazardly pick just any investment mix for you. Every individual piece of the puzzle perfectly fits with your strategy and comfort level. Enjoy the peace of mind knowing that upside and downside parameters can be set with a 95% outcome confidence. (5% of outcomes are out of our control. No software can account for a "Black Swan" event such as 2008.)
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Would you like to give it it a try? We are happy to compare your risk number to your actual investments to determine how efficient your choices are and just how much risk you are really taking. Click on the button below to begin. It's fun!
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Complete Customization Tailored to Your Goals and Preferences
There are many wonderful components of being an independent Registered Investment Advisory firm, for you, as well as us! On the investment selections side, we have no limited platforms, lists, or any "in house" products whatsoever. We are able to offer the virtual universe of choices to fit your goals for style, variety, comfort level and cost. In other words choose Your path! As it can be overwhelming to know what to choose from, we have listed some of the many ways you can style your approach from the best and latest technologies.
This is not an exhaustive list as again, everything is custom and from scratch. We are strategy neutral as any style will get you to your goals. The only factor that applies to all options is that as a fee-only fiduciary, all options are low cost.
This is not an exhaustive list as again, everything is custom and from scratch. We are strategy neutral as any style will get you to your goals. The only factor that applies to all options is that as a fee-only fiduciary, all options are low cost.
Separate Accounts and Unified Managed Accounts (UMA's)
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Probably our most popular choice. Clients are able to pick from a who's who of private money managers that though Envestnet and Charles Schwab, are accessible at minimums as low as $50,000* instead of their normal $1,000,000 and up, if you went through them direct. Clients are able to see what they own through individual stock ownership, exclude sectors or stocks they don't want to own and even add a Tax Overlay manager to minimize taxable gains each year. Clients also enjoy that we screen specifically for the age 50 and over investor, choosing manager themes that have been successful over the long term and have a history of lower downside capture. Below is just an example of the hundreds of separate account managers we help you choose from.
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Artificial Intelligence Portfolios
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Artificial Intelligence allows Vise to analyze millions of data points in real time. Their algorithms study markets to learn which factors drive outcomes for an investor's specific needs. Versus traditional active or passive management where all investors get the same portfolio, Vise portfolios are created specifically for each client and dynamically positions based on the market environment and your personal investment goals.
There is no minimum* individual account balance required to use the Vise strategy. |
Risk Number Models
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This is basically our "catch all" option. The rest of the investment universe if you will. Many of our clients don't always have a preference as to approach. With our Risk Number Model portfolios, we choose from low cost Exchange Traded Funds and Mutual Funds to find the perfect balance of a median return goal while staying within your comfort level for downside risk management. These portfolios will carry the exact risk number based on your risk score that we referenced above.
Several examples of possible "Riskalyze" Risk Number Model Portfolios: |
Alternative Investments
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Available to Accredited Investors, we also offer a wide array of alternative investments that offer additional ways to invest and diversify. Through our partners, Altigo and Charles Schwab, investing in Alternatives is now much easier and more transparent.
The offering types include 1031 Exchange DST's, Non-Traded REITS, Qualified Opportunity Zone Funds and Business Development Companies (BDC's). There offerings are from numerous sponsors such as:
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* Relationship minimum still applies.
