An investment portfolio built for you.
Customized Wealth Management
Whether it’s for your, your nonprofit, or business, our unique set of financial solutions will be tailored to what’s best suited for you and your objectives. Our team approach to financial advice starts with better conversations, as we work closely with you and your other advisors.
Applying our D.Y.N.A.M.I.C. Process, you’ll gain a better understanding of what it will take to reach your financial goals and what can be done to increase the probability of success.
Our D.Y.N.A.M.I.C. Process
A (D)isciplined process with a (Y)ou first mentality and a (N)imble approach that’s (A)ligned to your goals and objectives. It’s (M)indful, (I)mpactful, and (C)omprehensive.
It all begins with getting to know more about you, your family, your business, hobbies, and current investment knowledge. With an understanding of your big picture, we will look at where your investments are today, and where you think they are. Often, perception does not match reality. You may feel that you are conservatively invested, while your portfolio is filled with more aggressive holdings, or vice versa.
To understand your specific needs and objectives, we spend time learning about your goals, emergency cash needs, and comfort level with various types of investments. Leveraging cutting-edge technology, our Riskalyze program will identify what you are willing to risk for potential gains. This will guide our decision making process and how your portfolio is built.
Starting with some easy-to-understand explanations of our preferred investment methods, we will show you a portfolio design aimed at achieving your desired lifestyle.
For example, an integral part of your core portfolio construction is based on Nobel Prize winning research, known as “Modern Portfolio Theory.” Our dynamic design then enhances your core equity (stocks) and core fixed income (bonds) investments with value-added opportunities we believe are best suited for the prevailing macro-economic environment.
By employing this “tactical” investment strategy that is aligned with your personal preferences, we seek to optimize your portfolio’s performance compared to standard benchmarks.
Your lineup of investments is selected from the industry’s leading mutual fund managers, exchange-traded funds (ETFs), and indexes. We monitor the universe of possibilities and “grade” each potential candidate on a number of quantitative and qualitative measures, including risk, investment style, operating expenses, size, as well as current and historical rates of return during various types of market environments.
We strive to deliver a superior set of investment products and services by leveraging strategic partnerships with a select group of institutional firms we believe provide an exceptional level of expertise (custodian, compliance, performance reporting, and research) allowing us to focus on you and your portfolio.
Our team continuously stress tests your portfolio and evaluates market conditions, looking for any changes that may require a shift in strategy. You will also have access to a secure client portal (updated daily) and a quarterly report with our insights and comments regarding your specific portfolio performance, risk, and potential adjustments.
We will track your progress towards your financial goals and adjust for changes in your life in real-time. Through this process, you’ll better understand your path and what can be done to increase the probability of success.
Protecting Your Portfolio From Pitfalls
After balancing your willingness to take risk with an appropriate asset allocation, we’ll implement a tactical strategy focused on aligning your investments with the current economic trends. Your customized investment strategy will benefit from our disciplined and data-driven process, while our comprehensive and integrated services will give you the accessible advice you need for your important financial decisions.
Need More Cash?
WE DESIGN UNIQUE SOLUTIONS
1) Liquid Cash Management
Do you have lots of cash in the bank making very little? Are you looking for a safe way to earn some extra income? We offer a customized portfolio solution that will invest in a conservative and diversified basket of income securities. Your individual, non-profit, or business’ portfolio would have daily liquidity and currently projected to earn between 3.0% to 4.0%.
2) The Benefits of Enhanced Income
In the current low interest rate environment, traditional “Cookie-Cutter” income portfolios would decline 5% in principal value if interest rates rose by just 1% (which would be partially offset by its average 2.5% yield.) However, restructuring a portfolio with specialty strategies could boost yield to 4-5%. Additionally, we offer an enhanced income alternative that could provide annual income ranging from 5-7%.
Take a step towards your financial goals today.
Are you ready to have better conversations about your investments?
1801 Porter Street, Suite 500
Baltimore, MD 21230
3877 Fairfax Ridge Road, Suite 200N
Fairfax, VA 22030