Our objective is to help our clients expand their financial freedom to live and give more abundantly. This is accomplished by listening carefully to what they value most in life and what they want their futures to look like; then working together to develop, protect, and maintain strategies to accomplish those goals.
When entrusted with our clients' hard-earned investments, we utilize a variety of strategies designed to both grow and protect asset value. This is accomplished primarily using a combination of actively-managed global allocation mutual funds and "momentum" strategies that determine when client portfolios should be primarily in the stock market, or cash, or other asset classes, depending on current trends in the market. Other strategies and financial products are included depending on clients' individual circumstances.
As an independent practice, we're able to structure our business so that we can focus on service rather than sales. We're committed to keeping in touch with clients on a regular basis and staying on top of issues that may impact their financial futures. The greatest compliment we can possibly receive is when our clients recommend us to their friends and family.
On the back of my business cards is the phrase, "consider the lilies of the field". This is taken from a passage in Matthew 6 that reminds us not to be anxious. We include this as reminder to clients to contact us if ever they're anxious about their finances. It's impossible to live and give abundantly if burdened with anxiety!