Investment Management

Investment philosophy

Our investment philosophy is based on creating customized portfolios that are tailored to each client’s unique circumstances and are aligned with their specific financial goals and preferences.

Over $700

million in assets under advisement

As independent advisors, we are able to utilize our size and scale to give our clients access to alternative investments not directly tied to the traditional stock and bond markets.

Each client portfolio is constructed based on personal risk tolerance, risk capacity and time horizon.

Our portfolio management team does extensive due diligence to bring our clients a lineup of top-of-the-line investment managers, unique alternative investment opportunities, as well as protection strategies to hedge against particular losses.

Our advisors and portfolio managers also help guide clients on outside investments of interest, such as real estate, private businesses, collectibles, cryptocurrencies and other nontraditional asset classes.

We also create customized investments for our clients with some of the largest global banks to private leverage and protection to certain parts of their portfolios.

Our investment advisory accounts are fee-based and fully transparent, so you know exactly what we are charging for our management and consulting services.

Our investment areas of expertise include but are not limited to the following: traditional investments (stocks, bonds, mutual funds, exchange-traded funds), private investments (real estate, private equity, hedge funds), income and protection investments (annuities, options, public and private preferred stock, customized structured notes).

Give us a call for more info.

“Our job is to go above and beyond to assist clients with every aspect of financial planning. When doing something as important as preparing for the future, you shouldn’t have to go it alone. We’re dedicated to providing security, protecting your legacy and promoting your financial well-being.”

– Charles Sawyer, Jr. | Founder & President