You worked hard to secure your wealth.
Our first priority is to protect what you entrust to us. As a thoughtful, caring steward, we help those with more than $2 million plan and invest for their financial goals. Our family office services include financial planning and comprehensive global wealth management for individuals and business owners.
Whether you come to us with an existing portfolio, low-basis/concentrated positions, or with cash proceeds from a business sale or inheritance, our team of investment professionals spends time getting to know your unique needs and goals.
We design strategies for your unique needs. These strategies are flexible—both for your life journey and also for the broad sweeps of market cycles.
Our clients have direct access to the portfolio managers creating their investment
We start by understanding you: your goals, timeline, tolerance for risk, tax situation, and any other special circumstances in order to customize an investment strategy for you. As in the Parable of the Talents, we seek to help you be a good steward.
Then, in light of all of that, we develop a plan to move forward in light of market conditions.
Investing for generations requires understanding your past and thinking about your assets with a long-term outlook all while being mindful of shorter-term obstacles.
Our comprehensive solutions include globally diversified strategies utilizing a combination of equities (stocks), fixed income (bonds), alternative assets (anything other than stocks, bonds or cash), and cash.
Crafting a legacy for the generations to come:
- Predicated on current portfolio insights and long-term perspectives
- Anticipated timeline
- Tax Considerations
Visit our Financial Planning page to learn more.
Disclosure: Asset allocation does not protect against loss of principal due to market fluctuations. It is a method used to help manage investment risk. Please note that all investments are subject to market and other risk factors, which could result in the loss of principal.
Today’s world demands a global investment focus. Successful investing requires a balance between reward and risk.
Our first priority is to protect the capital you entrust to us. We favor high-quality companies, which we define as those with competitive advantages in their markets and a history or prospect of strong financial & operational performance.
For the core of a portfolio, we look for individual securities that show consistent earnings growth with strong balance sheets and selling at a good value relative to their peers
We employ both individual securities and/or Exchange Traded Funds (ETFs) including the FIS Christian Stock Fund (ticker PRAY) which we advise and for which we receive additional compensation, to achieve diversification and to meet your performance expectations.
Our portfolios are mindfully crafted for five different investment objectives. Through the years, your objectives may change, and our approach may too. We intentionally have wide ranges for each asset class to be nimble when market conditions warrant.
Our firm is employee-owned. Hence, we bring an owner’s mindset and work ethic. Consistent with that belief is that the partners choose to have a meaningful portion of our own net worth invested as we do for clients.
Diversified Exchange Traded Funds (ETFs) may be used in lieu of individual securities when appropriate diversification may not be achieved either by account size or other factors.
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