Purpose Driven Investing Based on Targeted Results
Before identifying known upcoming life events with financial impact and affirming long-term goals, many investors find value in creating an asset map.
A visual aide that displays assets, liabilities, income, relationships, related entities, and other key data on a single page.
Creating a personalized asset map can often bring more clarity, greater situational awareness, the impetus to act, and better decision-making.
Customized Index Investing
- Tax loss harvesting to minimize tax liabilities and maximize tax alpha.
- Customize by starting with six index strategies to select from and excluding individual stock and/or industry categories.
- Professionally managed by leveraging advanced technology to optimize and monitor your portfolio on a DAILY basis.
- Use as a core position or to diversify from a concentrated non-qualified stock position.
- Only available for non-qualified accounts.
Comprehensive Investment Management
- Include your retirement plan account(s), ESOP awards, restricted stock, and non-qualified accounts for optimization.
- Coordinate all investments in strategic asset allocation decisions to decrease risk, lower volatility, and reduce costs.
- Access easy, simple, focused, and more effective advice without moving money outside your retirement plan.
- Work with a trusted advisor who can continue to provide integrated advice between personal and business investments.
- No requirement to look for a new advisor during times of transition such as changing employers, starting new business ventures, or shifting into retirement or philanthropic activity.
- Do Not Leave Your Retirement Plan to Fend for Itself.
Alternative Investments
Virtually all High Net Worth Investors should consider adding (or updating existing) alternative investments to their total investment portfolio.
Any specific offering should be critically reviewed and evaluated on a case-by-case basis to determine if it supports broad strategic investment goals, meets specific investor criteria, and supports what is in the best interest of the investor compared to other alternatives.
- Reasons for consideration: reduce total investment portfolio risk, prompt noncorrelation to other investments held, diversify holdings and sources of potential return.
- Reasons to avoid: minimum holding period or expectation does not fit investor financial disposition, lack of or minimal liquidity, and often can have higher expenses.
- Awareness: many offerings today are available with lower minimum investments compared to historical buy-in requirements. Holding structures are varied and typically in forms that benefit the targeted investor profile most.
Options Strategies
To generate potential income, manage concentrated stock positions, replace stock, or for portfolio hedging.
- Hedging Example: You have $3 million in equity exposure and have concerns about potential market volatility.
- Concentration Example: You have $1.5 million in company shares and would like to manage downside risk cost-effectively while also generating income.
- Stock Replacement Example: You would like equity exposure with reduced capital at risk versus buying an equity outright. Or the ability to play more high-conviction ideas simultaneously.
Faith-Based Managed Portfolios
If aligning faith and finances is important to you then consider our competitive faith-based portfolios that invest in companies aligned with Biblical values and that meet faith screening metrics.
Best Practice Managed Portfolios
If you are looking for a diversified, professionally managed, and competitive all-in-one solution then consider our BPSI portfolios that are based on global fiduciary standards of excellence.
No Obligation Portfolio Comparison
We can analyze and provide feedback on an individual portfolio or security. We can also compare your current portfolio or security with one we recommend up to three securities total.