We follow a philosophy used by a growing number of industry leaders based on the idea that a significant portion of a client portfolio be allocated to a core that is tax-efficient and linked to a broad market benchmark, often referred to as a “core and satellite” method rather than traditional style “boxes.” The Objective of this is to:
- Customize the portfolio to an investor’s preferences and circumstances.
- Minimize the investor’s tax liability by using a proactive tax plan.
- Seek the best returns and minimize risk through diversification.
- Maximize after-tax return by minimizing turnover and management costs.
It is our belief that the independent advisor is in the best position to assist investors who seek advice and help without conflict of interest. We therefore provide our expertise to those who desire an advisor who maintains a clear view of the client’s goals without regard to other considerations.