The strategies behind Wealth Fulfillment

When a financial crisis hits, and they always do, investors have a limit, an absolute level of wealth they consider their bedrock. This is where we start. We manage this amount differently from the rest of your wealth. Our “Real Preservation of Capital” strategy not only focuses on providing long-term capital preservation and income, but also on maintaining your purchasing power with high levels of liquidity. Only after we have established this foundation will we move on and take more risk.

Too much fear of market volatility can be just as risky to your wealth as the market volatility itself. Sitting on the sidelines and potentially missing the opportunity to see your wealth grow is a significant tax on your capital. Our “Risk-Managed Market Return” strategy is designed to be low-cost and tactical, but always with a careful eye toward risk and downside.

Many of our clients have enough wealth where we can take additional risks and seek higher returns with our “Aspirational or Legacy Strategies.” We all have aspirations. Whether it’s to grow your wealth or leave a legacy, it’s your aspirations we care about. We view your wealth as capital for good and for growth. True wealth is created through human capital, entrepreneurship and forward thinking. Whether you build it or your heirs do, aspirational growth opportunities are available in private markets, alternative investments and the ideas of tomorrow.

For many, this opens the door to philanthropy. But for too long, some advisors have drawn a line between a client’s planned giving and their investments. We help our clients not only through their estate and tax planning, but we merge what’s most important to them and their values with both their investments and philanthropy. We call this our “Impact Strategies.” Whether it’s structured giving to your alma mater or favorite charitable causes, we align your beliefs with the rest of your investments and look for opportunities to invest in companies that are not only good businesses, but also good stewards of your capital: Capital for good and for growth.