Investments
We believe asset allocation is at the ‘heart and soul’ of every portfolio’s success in achieving our clients’ goals. It not only determines the path of returns of an investment strategy over time but equally the risk parameters investors are ‘willing and able’ to endure on the road to realizing the expected return.
We also appreciate that a client’s circumstances change over time and so both major and minor adjustments may be required. Due diligence of our clients’ situation as well as the portfolio itself is an ongoing priority for us.
We work with our partner, TLG Advisors, in structuring portfolios with equities, bonds, ETFs and when appropriate alternative assets. The platform allows us to utilize a broad array of third party providers as well as customize the solution when appropriate.
The Leaders Group - serves as our primary Broker/Dealer through NFS WealthScape (Fidelity) and its extensive compliance program ensures our client’s best interests. Furthermore, we utilize the Leaders Group as a sounding board before implementing an investment strategy.
The Leaders Group, Inc. has been recognized as a top independent broker-dealer in the nation several years running by InvestmentNews. For 2021, The Leaders Group was the 4th fastest-growing IBD and among the top 30 firms ranked by revenue and size.
TLG Advisors - As a registered RIA, TLG Advisors provides us with a comprehensive platform of investment options to meet a broad array of client needs. Whatever asset allocation solution is most appropriate to accomplish client’s goals, it provides us with a broad array of choices for portfolio construction. This includes stocks, equities, fixed income, ETFs and alternatives.
Fidelity through NFS WealthScape serves as our executing Broker/Dealer for all transactions.
Schwab is our primary custodian for managed accounts, however, our platform allows clients to choose an alternative custodian if preferred.