As independent financial advisors, our people work every day to contribute substantially to the prosperity of our clients and their families. This important work is done in collaboration with our clients and, as independent advisors, we stand beholden to no one but them.
We hold firm in our resolve to balance principal protection and growth potential in formulating any financial platform. We strive to accomplish the ever-elusive task of generating steady investment income to replace daily work. Of course, no investment plan is complete without proper liquidity, intended to meet day-to-day needs year after year.
Our approach, Endowment Model investing, is used with great success by the world’s most sophisticated institutional investors. And since Endowment Model investing was developed by multi-billion dollar university endowments to generate cash flows for operations in all market climates, our clients can be confident that investments are properly aligned with the overarching aims of funding lifestyle and legacy plans.
At the core of the Endowment Model is the concept of producing non-correlated income and growth in a consistent fashion, regardless of market gyrations. Through our association with Kalos Financial, we have direct access to some of the foremost thought leaders in Endowment Model investment theory and the leading practitioners in the application of these concepts for ordinary investors. No longer are billions necessary to invest like an institution.
Our work begins with the creation of a customized Endowment Model portfolio specifically designed around you. From an investment perspective, you will begin to look more like an institution than an individual. After all, to achieve uncommon results, one must separate from the herd on occasion.
Whether you think of this process as monetizing your savings throughout your retirement and beyond to legacy, or simply sending your money to work on your behalf, the desired outcome is the same. Through collaboration with our team, we seek to build together on the hard work you have done throughout your life.
As your neighbors in the community our personal integrity is inextricably linked to the work we do together. That’s why year after year we thrive within the network of relationships that comprise those we think of as family: our clients.