Investing from Your Perspective
Practicing wealth management from your perspective means we actually view the task of managing our families' investment portfolios through a very different lens than other providers. We start from the perspective of being an investor - just as you would. Traditional financial services companies start from the premise of being a product manufacturer or a distributor. And the difference is significant - because we have nothing to sell and no fees dependent on how you invest. We focus on your portfolio and its performance - on investing, not selling.
An additional benefit of our alignment around your family's objectives is that we can focus on the return you are earning on your capital. At the end of the day, when it comes to your investment portfolio, that's what matters the most. Is your family getting a return on its capital, after inflation and after taxes? Is your family being adequately compensated for the risks it is taking on in its investment portfolio? By focusing extensively on these core risks of inflation, fees, taxes, opportunity cost and the inherent risk in the underlying investments working against your objectives we maintain a more consistent return for you that minimizes unexpected surprises.
Not worrying about "selling" product allows us to take a contrarian view. That means we can look at "out of favor" investments, new discoveries like small managers unable to "sell" easily or managers who may not have a "track record" but who have terrific ideas or investment philosophies to uncover real growth opportunities for our families. It is an approach that shows in our families' results.