Client Experience
coordinated Planning
A collaborative and dynamic process with your family guided by your experienced planning and investment advisory team. This confidential process is squarely focused on your goals and values — we leave no stones left unturned.
Dynamic Cash Flow Modeling
Portfolio Risk Analysis & Stress Testing
Goal-based Scenario Planning
Advance Planning for:
Equity Based Compensation
Tax Mitigation Strategies
Sale of a Business or Real Estate
Optimizing Charitable Giving Strategies
Clients benefit from a total wealth management approach from tax and estate planning, to retirement and investment advice.
Your “Base Camp”
For our clients, the Wealth Management Platform is an engaging, collaborative tool. With our partner, Summit Wealth Systems, the Base Camp platform can be the foundation of your total wealth management solution and investment advisory relationship.
Asset Management
Our wealth management clients may choose CUSTOM-MADE portfolios that are personalized investment strategies, crafted to your family’s unique situation, preferences and values. Clients can expect to be shoulder-to-shoulder with their advisor on portfolio design, security selection and adjustments over time. The approach is macro aware, risk managed, integrated with established positions and your planning objectives. Holdings can include direct and diversified assets, active and passive approaches, encompassing both marketable securities and alternative investments.
Clients also have access to proprietary investment strategies. Created in 2015, the SF Portfolio Strategies were built on the philosophy that diversified, disciplined and low-cost portfolios are the best way to leverage the power of global markets. Our unique approach to minimize costs and generate better performance provides sophisticated, automated, real-time portfolio monitoring including efficient rebalancing and tax-loss harvesting. These offerings were designed for clients with less interest in the day-to-day events or obligations of full-time investment management.
We offer a core suite of investment strategies with three distinct methodologies to our clients:
The STRUCTURED approach follows a passive investing philosophy with customized options for risk levels and geographic preferences.
Our TACTICAL models seek to react to short-term changes in market environments, striving to protect on the downside while continuing to participate on the upside. It is grounded in Nobel Prize-winning modern portfolio theory and behavioral economics through a systematic process, based on observed behavior integrating real-time risk management.
IMPACT strategies are an intentional approach to integrate environmental, social, and corporate governance (“ESG”) criteria with varying intensities seeking to generate long- term financial returns and a positive societal impact.
