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Equities

For most high-net worth clients, an allocation to equities is an integral part of the investment process to maintain not only the purchasing power of your wealth, but also to increase your overall wealth legacy. Our independent third party experts approach to equity portfolios investment is focused on the principal of maximum return; that includes deep analytics to forecast asset appreciation and loss over time so we can achieve the maximum return on all investments.

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Reducing Tax Risk

Partnering with companies that exhibit consistently competitive advantages, reduces turnover in our portfolios, and increases compound wealth growth over time.
Our independent network of CPA’s and chartered accountants will address your short and long term goals, whether your goal is to minimize taxes, plan for retirement or estate planning.



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Strong Foundational Wealth Management

Our independent third party experts goal is to design a well-diversified portfolio of mostly foundationally proven, strong businesses which have consistently reported above-average growth prospects and substantial valuations. Our long-coveted concentration on quality businesses, has led us to have some of the most sought-after partner relationships with companies that yield sustainable advantages over competitors. Our independent third party team of advisors has a decades-long track record of peak execution and superior customer service, a competitive market position, and sound financials.


 

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Wealth Management

  • DIRECT OWNERSHIP – more cost effective by building your portfolio using individual stocks and bonds.
  • FLEXIBILITY – customized portfolio design that reduces risk exposure and adds an extra level of security.
  • HIGH-TOUCH – your portfolio manager is always here to answer any and all questions.
  • STRONG FUNDAMENTAL APPROACH and after-tax return wealth building to promote growth wealth and a long-term wealth legacy.
  • NOT A BROKER – our conflict free platform allows us to be innovative in our approach to investment solutions across a wide selection of asset classes, giving you access to unique opportunities, customized to fit your needs.