There is a new model of investing, a model based not on speculation but on the science of capital markets and decades of academic research. We call it Evidence-Based Investing. Our mission is to deliver the performance of capital markets and increased returns through state-of-the-art portfolio design. Rather than try to outguess the market, let it work for you. Rethink the way you invest!
Our business is to advise, design and implement a prudent and well thought out wealth management plan for our clients. Every client is unique and so are our recommendations surrounding their investment, retirement, tax, estate and charitable giving solutions. We specialize in the growth, management and protection of our client’s wealth and our consultative approach ensures that our methods are aligned with our client’s goals.
I specialize in private wealth management for High Net Worth families as well as Corporations, Institutions and Endowment Funds.
Our current client base consists of three groups:
Institutions, Endowments & Foundations
requiring trusted stewardship and prudent strategies
Business Owners, Professionals & Executives
requiring professional wealth management advice
Successful Individual Investors
building for, or living in retirement
There are several characteristics that draw clients towards us and us to them.
- Clients that have a moderate to conservative risk profile
- Clients who have little time and want someone else to manage the details
- Clients looking for a consultative approach rather than a transactional approach
- Clients looking for a long term relationship with their advisor
- Clients with investable assets of at least $500,000 over all accounts
If you identify with these characteristics and seek exceptional portfolio management, supported by a superior level of client service, we invite you to meet for an initial consultation. To schedule a no obligation consultation contact Randy at 780-944-8850 or click here.
