Build your lifestyle portfolio

Our objective is true wealth accumulation, preservation, and distribution through sensible and thoroughly tested portfolio construction practices which result in market-level returns with reasonable risk. If your lifestyle planning calls for a more conservative approach, we can achieve that for you, too. This tactic may result in a slightly lower rate of expected return, but it provides better protection in the event of a severe bear market.

Most business owners prefer a plan ensuring their standard of living against severe short-term loss while allowing them to maintain and improve their lifestyle over time. The goal is not to beat the S&P 500, but rather, and most importantly, to earn your precision-crafted, personalized lifestyle return benchmark™ (LRB).

To accomplish your objectives, we use a proprietary mix of safe and conservative investment strategies, core investment strategies, alternative investment strategies and, if appropriate, a combination of real estate and business assets. Annuities and insurance can also play an important role in a broadly diversified portfolio to buffer sudden shocks and unexpected perils. Based on your Lifestyle Protection Plan, we can always adjust the size of your safe and secure investment so you can afford to withstand more risk elsewhere if you wish.

Regardless of what the stock and bond markets are doing, our blend of proven strategies deliver peace of mind and the attainment of your financial success.