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Our proprietary methodology may be considered closest to that of legendary value investor Warren Buffett of Berkshire Hathaway. We are more conservative with an emphasis on capital preservation. This means no bitcoin, risky tech IPO/s, esoteric investments etc. We design portfolios through a passive investment strategy (to lower fees and adequately diversify) and/or an active investment strategy (high-conviction stock picks). Many clients prefer a blend of passive/ active management in order to diversify and lower overall fees.
We first maximize all tax deferred investment vehicles. This can include setting up or changing retirement plans/accounts. We also calculate retirement income needs based on various economic conditions in the future along with the goals and needs of each client.
We implement tax loss selling while consulting with your CPA/accountant annually to minimize taxes. We also limit high transaction turnover to minimize long and short-term capital gains tax.
Making the simple complicated is commonplace;
Making the complicated simple, awesomely simple... That’s creativity