Goals Based Investing
We believe in investing to meet financial objectives rather than to make the most money possible.
This may provide a life outcome necessary to meet financial objectives, in a preplanned way. It’s less exciting but more predictable than just investing money here and there, based on the latest stock tip of the day or fad.
We help clients:
- Describe each goal, with time horizons and cash flow needs
- Identify the target return necessary over the defined time horizon with a high probability of success
- Design and implement allocations and investment strategies for your goals
- Track progress towards achieving each goal & adjust strategy as needed
Our portfolio construction process brings different components of your portfolio together to help each client achieve life goals.