Services

The essence of investment management is the management of  risk, not the management of returns.  - Benjamin Graham

 

What we do:

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my risk exposure?
  • How much money will I need to live comfortably in retirement?
    • Can I retire early?
  • What is the best way to save for college?
  • What do I need to know about wills and trusts?
    • Should I have an estate plan to protect my assets and loved ones from excessive taxes?
    • How can I be sure that my beneficiaries receive the maximum amount from my estate?
  • Do I have the right amount of insurance?
    • Do I have the right amount and right type of life insurance?
    • What do I need to know about wills and trusts?
    • Do I need Long-Term Care insurance?
    • Should I have an umbrella policy?

Independent financial management and advice:

  • Active Portfolio Management: Asset Allocation Modeling
  • Algorithm-Based Portfolio Management with the assistance of an advisor.
  • Retirement Planning / College Savings Planning
  • Trust and Estate Planning
  • Charitable Giving Planning