Given a rapidly changing global economy, longer lifespans, and diminished government safeguards, we believe having advisors with more than 60 years of investment experience and relevant professional accreditations is likely to prove critical to your wealth outlook. We have managed client portfolios through two major bubbles and bear markets, so we recognize that similar cycles are likely and appropriate to prepare for. Our approach incorporates a detailed analysis of your personal income statement, balance sheet, and risk capacity, then regularly and proactively adjusts your investment mix to changing market and personal circumstances. The goal is to synchronize all elements of your financial life.
We believe that enhancing wealth in general requires participation in the growth of corporations' cash flows over extended time frames – yet still remaining sensitive to valuations, changing macroeconomic environments, and seemingly perpetual central bank dependence. Our investment process leverages a bespoke strategic asset allocation that selects the most optimal fund or security from each class or strategy, while minimizing correlations between assets within a category and between asset classes themselves. We then continuously respond to new opportunities, risks, tax laws, and client circumstances with tactical portfolio re-balancings.
CFP®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
