Investment
Management
If you don’t get this right, nothing else matters.
Precious few plans will succeed without saving and long-term, after-tax compounding of your investment returns. We help position your accounts to benefit from after-tax, risk-managed, long-term wealth compounding. We tailor and manage separate accounts of individual securities diversified for each client.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
CONSIDER EVERYTHING
Investment
Management
If you don’t get this right, nothing else matters.
Precious few plans will succeed without saving and long-term, after-tax compounding of your investment returns. We help position your investments and accounts to benefit from after-tax, risk-managed, long-term wealth compounding. We tailor and manage separate accounts of individual securities diversified for each client.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
Wealth management
designed to maximize your life.
Target and manage to your goals and objectives.
We know how to manage risk and compound investment returns.
Investment Management | How we create value for you.
Investment
Management
How we create value for you.
We know how to manage risk and compound investment returns.
Asset/Liability
Study
We help you determine the long-term compound rate of return you will likely need to earn to successfully fund your financial goals and objectives at a low probability of failure. We help you determine the asset allocation guidelines for your long-term strategic investment plan. We write guidelines that will help you earn your required long-term compound rate of return. If you don’t get this right, nothing else matters.
Risk Willingness and
Capacity Studies
We help you determine how much risk you may need to embrace to be able to successfully achieve your goals. We help you determine an upper bound of your financial capacity to embrace risk. We help you test your emotional capacity to withstand the associated and inevitable periods of negative returns you’ll need to be prepared to endure.
Written Investment
Guidelines
We help you develop the investment plan for the bedrock investments you will rely on to financially sustain you and your wealth management plan. Your guidelines help you set realistic expectations, reduce fuzzy thinking and help you make wise choices about your financial future. Your guidelines help you consider how to successfully fund your future goals and obligations at a reduced level of failure.
Diversification
Intelligence Analysis
We help you measure and capture the benefits of better and more effective investment diversification. Effective investment diversification is regarded as the only true free lunch on Wall Street. Better diversification benefits lead to better investment results ‒ lower portfolio volatility and better long-term compounding of your investment returns.
Risk Budget
Analysis
We construct a risk budgeting framework to help identify, budget and manage your investment risk exposures for more than a dozen different investment risks and we establish related investment risk management protocols. Better risk management leads to better long-term, after-tax, compounded investment returns. After all, your investment returns are derived from the investment risks you take and avoid. 
Tailored
Individual Security Portfolios
We help you minimize the number of fee-collecting agents between you and your money by investing directly in individual securities. We help remove layers of costs and plug the expense holes in your investment buckets in an effort to improve your net, after-fees and costs returns. Of course, fewer and lower expenses lead to more money in your portfolio working for you.
Tax-Sensitive
Portfolio Management
We work to help you keep more of your investment returns by investing to take advantage of tax deferral, tax reduction and tax elimination opportunities allowable for your personal situation. We help you take into account the tax implications of various investment decisions and employing strategies that aim to reduce tax burdens to which you may be exposed.
Progress Reporting
Analysis
What you measure matters. Measuring what matters most is successfully accomplishing the goals and objectives of your wealth management plan. We help you develop appropriate progress benchmarks and measurements to help you see whether you are moving closer to, or further away from, achieving success with your investment plan, and importantly, the impact you are having on your plan.
Investment Behavior
Coaching
We help you exercise control over the types of investment behaviors ‒ fear, greed and loss of focus to camouflaging distractions ‒ that divert your attention from your goals and objectives and may lead you to abandon your well-conceived plans. We help you develop discipline and maintain focus on the key issues to reduce the risk you lose the plot of your wealth management plan.
It's just part of what we do.
CONSIDER EVERYTHING
Wealth Planning, Advice and Counsel
01
Planning and managing personal wealth can be a complex business endeavor requiring dedicated resources, specialized tools, and professionals with both depth and breadth of field. We serve as a dedicated advisor to help meet our clients’ wealth management needs in deeper, more focused and more helpful relationships. We are prepared to be your first call.
It's just part of what we do.
CONSIDER EVERYTHING
Client Advisor Team Development
02
No one feels fully prepared when stepping into the endeavor of becoming the CEO of their wealth for the first time. It is a workspace of multiple disciplines in multiple dimensions. We are C-Suite professionals purpose-focused to help you gain the benefits from working with a professional inter-disciplinary wealth management team. We are educated, trained and experienced for this work.
It's just part of what we do.
CONSIDER EVERYTHING
Investment Management
03
If you don't get this right, nothing else matters. Precious few plans will succeed without saving and long-term, after-tax compounding of your investment returns. We help position your investments and accounts to benefit from after-tax, risk-managed, long-term wealth compounding. We tailor and manage separate accounts of individual securities diversified for each client.
It's just part of what we do.
CONSIDER EVERYTHING
Tax Planning and Strategy
04
The number of tax regimes we are all faced with is mind-boggling. We help address the computational complexity of multiple layers of taxation. We help you consider how to best structure the investments you make and your exit strategy before you commit capital. We help you improve your asset location strategies to minimize your tax costs and improve your overall tax efficiency and effectiveness.
It's just part of what we do.
CONSIDER EVERYTHING
Exit and Retirement Planning
05
Whether you’re preparing to sell or transfer your ownership in your largest asset – your privately held business, or you’re preparing for retirement from your career, we help you develop your vision for what’s next. We help you maximize value to you, minimize your taxes in transition and retirement and plan and schedule the cash flow you’ll need. We help you paint the picture and curate your plan.
It's just part of what we do.
CONSIDER EVERYTHING
Risk Survey and Insurance Planning
06
Risk and insurance touches every aspect of personal and business life. Risks to your life, health, property, livelihood and ability to work, profession, personal data . . . life is full of risks. Insurance helps keep you whole when bad things occasionally happen. We don’t sell insurance. We help develop, organize and manage your risk matrix and protection strategies.
It's just part of what we do.
CONSIDER EVERYTHING
Budget and Saving Management
07
You will either need to save from the money you earn, the money you inherit, or possibly both, and invest to replace your earned income. Some of us will be fortunate enough to inherit, but most of us will need to save from the money we earn and invest it for the day when we wish to stop working or are no longer able to work. We help you track and manage your expenses and achieve your saving goals.
It's just part of what we do.
CONSIDER EVERYTHING
Cash and Liquidity Management
08
Active cash management and credit facilities support stable and healthy cash flow management. We help you maintain control over lumpy or mismatched timing of cash flows, unexpected cash flow reductions or losses, or the headwinds of unexpected or increased expenditures. We help you manage cash and liquidity to meet your financial obligations and improve your financial efficiency.
It's just part of what we do.
CONSIDER EVERYTHING
Trust and Estate Planning
09
Planning for the protection of you and your family in all phases of your life and the successful transfer of your estate helps contribute to the legacy of your life’s work. Without a plan, you expose you and your family to unnecessary risks and forfeit protections and opportunities for more desirable outcomes. We help you express and protect your wishes and protect you and your family from less desirable outcomes.
It's just part of what we do.
CONSIDER EVERYTHING
Philanthropic and Legacy Planning
10
Philanthropic and legacy planning helps enable you to expand your estate planning effort with a mosaic of values, meaning, guidance, purpose and responsibility for your posterity and matters that are of lasting importance to you. We help you plan and express your philanthropic intent while minimizing administrative complexity. We help you manage your philanthropic investments and commitments.
It's just part of what we do.
CONSIDER EVERYTHING
Wealth Planning, Advice and Counsel
01
Planning and managing personal wealth can be a complex business endeavor requiring dedicated resources, specialized tools, and professionals with both depth and breadth of field. We serve as a dedicated advisor to help meet our clients’ wealth management needs in deeper, more focused and more helpful relationships. We are prepared to be your first call.
It's just part of what we do.
CONSIDER EVERYTHING
Client Advisor Team Development
02
No one feels fully prepared when stepping into the endeavor of becoming the CEO of their wealth for the first time. It is a workspace of multiple disciplines in multiple dimensions. We are C-Suite professionals purpose-focused to help you gain the benefits from working with a professional inter-disciplinary wealth management team. We are educated, trained and experienced for this work.
It's just part of what we do.
CONSIDER EVERYTHING
Investment Management
03
If you don't get this right, nothing else matters. Precious few plans will succeed without saving and long-term, after-tax compounding of your investment returns. We help position your investments and accounts to benefit from after-tax, risk-managed, long-term wealth compounding. We tailor and manage separate accounts of individual securities diversified for each client.
It's just part of what we do.
CONSIDER EVERYTHING
Tax Planning and Strategy
04
The number of tax regimes we are all faced with is mind-boggling. We help address the computational complexity of multiple layers of taxation. We help you consider how to best structure the investments you make and your exit strategy before you commit capital. We help you improve your asset location strategies to minimize your tax costs and improve your overall tax efficiency and effectiveness.
It's just part of what we do.
CONSIDER EVERYTHING
Exit and Retirement Planning
05
Whether you’re preparing to sell or transfer your ownership in your largest asset – your privately held business, or you’re preparing for retirement from your career, we help you develop your vision for what’s next. We help you maximize value to you, minimize your taxes in transition and retirement and plan and schedule the cash flow you’ll need. We help you paint the picture and curate your plan.
It's just part of what we do.
CONSIDER EVERYTHING
Risk Survey and Insurance Planning
06
Risk and insurance touches every aspect of personal and business life. Risks to your life, health, property, livelihood and ability to work, profession, personal data . . . life is full of risks. Insurance helps keep you whole when bad things occasionally happen. We don’t sell insurance. We help develop, organize and manage your risk matrix and protection strategies.
It's just part of what we do.
CONSIDER EVERYTHING
Budget and Saving Management
07
You will either need to save from the money you earn, the money you inherit, or possibly both, and invest to replace your earned income. Some of us will be fortunate enough to inherit, but most of us will need to save from the money we earn and invest it for the day when we wish to stop working or are no longer able to work. We help you track and manage your expenses and achieve your saving goals.
It's just part of what we do.
CONSIDER EVERYTHING
Cash and Liquidity Management
08
Active cash management and credit facilities support stable and healthy cash flow management. We help you maintain control over lumpy or mismatched timing of cash flows, unexpected cash flow reductions or losses, or the headwinds of unexpected or increased expenditures. We help you manage cash and liquidity to meet your financial obligations and improve your financial efficiency.
It's just part of what we do.
CONSIDER EVERYTHING
Trust and Estate Planning
09
Planning for the protection of you and your family in all phases of your life and the successful transfer of your estate helps contribute to the legacy of your life’s work. Without a plan, you expose you and your family to unnecessary risks and forfeit protections and opportunities for more desirable outcomes. We help you express and protect your wishes and protect you and your family from less desirable outcomes.
It's just part of what we do.
CONSIDER EVERYTHING
Philanthropic and Legacy Planning
10
Philanthropic and legacy planning helps enable you to expand your estate planning effort with a mosaic of values, meaning, guidance, purpose and responsibility for your posterity and matters that are of lasting importance to you. We help you plan and express your philanthropic intent while minimizing administrative complexity. We help you manage your philanthropic investments and commitments.
It's just part of what we do.
CONSIDER EVERYTHING
Wealth Planning,
Advice and Counsel
01
Planning and managing personal wealth can be a complex business endeavor requiring dedicated resources, specialized tools, and professionals with both depth and breadth of field. We serve as a dedicated advisor to help meet our clients’ wealth management needs in deeper, more focused and more helpful relationships. We are prepared to be your first call.
Client Advisor
Team Development
02
No one feels fully prepared when stepping into the endeavor of becoming the CEO of their wealth for the first time. It is a workspace of multiple disciplines in multiple dimensions. We are C-Suite professionals purpose-focused to help you gain the benefits from working with a professional inter-disciplinary wealth management team. We are educated, trained and experienced for this work.
Investment
Management
03
If you don't get this right, nothing else matters. Precious few plans will succeed without saving and long-term, after-tax compounding of your investment returns. We help position your investments and accounts to benefit from after-tax, risk-managed, long-term wealth compounding. We tailor and manage separate accounts of individual securities diversified for each client.
Tax Planning
and Strategy
04
The number of tax regimes we are all faced with is mind-boggling. We help address the computational complexity of multiple layers of taxation. We help you consider how to best structure the investments you make and your exit strategy before you commit capital. We help you improve your asset location strategies to minimize your tax costs and improve your overall tax efficiency and effectiveness.
Exit and
Retirement Planning
05
Whether you’re preparing to sell or transfer your ownership in your largest asset – your privately held business, or you’re preparing for retirement from your career, we help you develop your vision for what’s next. We help you maximize value to you, minimize your taxes in transition and retirement and plan and schedule the cash flow you’ll need. We help you paint the picture and curate your plan.
Risk Survey and
Insurance Planning
06
Risk and insurance touches every aspect of personal and business life. Risks to your life, health, property, livelihood and ability to work, profession, personal data . . . life is full of risks. Insurance helps keep you whole when bad things occasionally happen. We don’t sell insurance. We help develop, organize and manage your risk matrix and protection strategies.
Budget and Saving
Management
07
You will either need to save from the money you earn, the money you inherit, or possibly both, and invest to replace your earned income. Some of us will be fortunate enough to inherit, but most of us will need to save from the money we earn and invest it for the day when we wish to stop working or are no longer able to work. We help you track and manage your expenses and achieve your saving goals.
Cash and Liquidity
Management
08
Active cash management and credit facilities support stable and healthy cash flow management. We help you maintain control over lumpy or mismatched timing of cash flows, unexpected cash flow reductions or losses, or the headwinds of unexpected or increased expenditures. We help you manage cash and liquidity to meet your financial obligations and improve your financial efficiency.
Trust and Estate
Planning
09
Planning for the protection of you and your family in all phases of your life and the successful transfer of your estate helps contribute to the legacy of your life’s work. Without a plan, you expose you and your family to unnecessary risks and forfeit protections and opportunities for more desirable outcomes. We help you express and protect your wishes and protect you and your family from less desirable outcomes.
Philanthropic and
Legacy Planning
10
Philanthropic and legacy planning helps enable you to expand your estate planning effort with a mosaic of values, meaning, guidance, purpose and responsibility for your posterity and matters that are of lasting importance to you. We help you plan and express your philanthropic intent while minimizing administrative complexity. We help you manage your philanthropic investments and commitments.
It's just part of what we do.
INTER-DISCIPLINARY TEAM
How We Do It
We position you as the CEO for your capital.
It’s your capital, so we position you as the highest-ranking member of your wealth management team, responsible for setting the agenda and delegating responsibilities to C-Suite professionals.
The best CEOs recruit and hire proven, accomplished C-Suite professionals.
Our C-Suite professionals join your team.
We are professionals whose titles begin with C, meaning the “chiefs” who get things done.
This is the group of people with the most important roles to help you as CEO.
We have decades of deep experience advising wealthy families with complex financial needs.
Together, we focus on your desired results.
We help you get your capital working intelligently for you.
