Everyone has a plan until they get punched in the face.
—Mike Tyson
INVESTMENT MANAGEMENT
-
Core asset allocation
-
Diversification across asset classes
-
Tax efficiency
-
Time horizon diversification
PROPRIETARY INVESTMENT MANAGEMENT
RISK MANAGEMENT
-
Remove emotion by having a strategic plan
-
Rebalance opportunistically and tax efficiently
-
Control risk proactively not reactively
-
Not tied to single firm or specific manager
-
Our own Proprietary Alpha Portfolio for non-correlated returns
OPEN ACCESS TO BEST
INVESTMENT MANAGERS
-
Strategic relationships at top global financial firms (JPMorgan, Bloomberg, Blackrock)
-
Independent research partners
-
In-House research and idea generation
-
Stratos/Fundamentum in-house investment team
INDEPENDENT RESEARCH &
PARTNERSHIPS
-
Legally bound to act in your best interest
-
Unbiased when it comes to product choice for favorable outcomes
FIDUCIARY STANDARD
-
Develop a plan to achieve goals
-
Stick with strategy appropriate for the investment climate
-
Understand when the climate changes and adapt accordingly
RESILIENT PROCESS
Diversification and asset allocation strategies do not assure profit or protect against loss.
Investing involves substantial risk. There is no assurance that the investment objective of
any investment strategy will be attained.