What We Offer
Investment Management Services
Optimize Your Financial Returns
Once a foundation has been set, we will turn our attention to your investments. Our team will ensure your money is being allocated effectively and works in line with the goals you wish to achieve.
We take an objective-based approach so that portfolio construction is carefully selected and tested to pursue real-life investment objectives. The portfolios are designed for tax-efficient wealth accumulation along with income distribution during retirement.
We believe that investors can have a successful investment experience without having to outguess the market. We trust market prices and apply a scientific, transparent, and process-driven investment approach to pursue higher expected returns. Our investment managers have forged deep working relationships with top academics in finance, including Nobel laureate Eugene Fama, fellow researcher Kenneth French, and other leading academics, who serve as directors and consultants to the investment management firm we employ for clients seeking wealth accumulation.
For clients in their retirement phase, portfolios are constructed according to our clients’ real-life investment objectives, often seeking to preserve as much principal as possible even as they take out monthly distributions to maintain their lifestyle needs.
HOW WE CAN HELP
Decide What Matters Most And
Establish The Right Solution
The Investment Focus™
Regain alignment of your investments with your goals, values, and time horizons. We'll evaluate your personal risk tolerance, time horizons, current risk exposure, efficient frontier testing, and portfolio construction to ensure that your investments align with your goals.
The Custom Wealth Inspection™
We meet regularly to reflect, review, and discuss your plans. In order to best serve you and your family, the Custom Wealth Architect™ provides dynamic and relevant financial strategies that evolve with your changing needs and goals.
- Annual schedule of events
- Vaulting of Important documents
- Regular reviews of all financial vehicles
- Tax law review and strategy alignment
- Legacy Plan review
Change Your Financial Future
Discover how Custom Wealth Strategies empowers you to make informed financial decisions. This video gives you a quick tour of our holistic approach and cutting-edge technology that enables smarter investing, effective saving, and intelligent debt management.......
Get Retirement Ready
Learn how you can get the most out of your retirement.
Reach Financial Independance
The vision has been set, the plan is in place, the implementation begins and the guardrails have been installed. Our clients appreciate the time they have been given back by not having to try to coordinate all their financial relationships on their own but rather have an overarching financial plan and a team that holds everybody accountable. Most of all they feel liberated with the clarity and focus of their financial life allowing them to be able to enjoy their life the way they truly want to.Establish your wealth management plan