Location of Assets
Determine where your assets are located and what the amounts are of your assets.
Our Investments An Investment Strategy Customized for Your Long-Term Goals
We will work with you to provide investment advice and customize a portfolio for you that is aligned with your long-term goals.
How We Manage Your Money
Customizing your investment portfolio to meet your long-term goals.
Set Your Asset Allocation
Together, we will locate your assets, and determine your time horizon, risk tolerance, and liquidity needs. We will then recommend an asset allocation to help you meet your long-term goals.
Customize Your Investment Portfolio
Our investment professionals will suggest an investment strategy based on your long-term goals. We have both active and passive strategies.
Implement & Manage Your Portfolio
We will start investing and monitoring your portfolio. Our investment professionals are constantly evaluating each investment in your portfolio.
Ongoing Service & Reporting
We are always available to meet to discuss your portfolio. We also send quarterly reports.
We Invest Alongside You
We are invested in the same investments we recommend to you. Our investment professionals meet daily and are confident in the tailored investment opportunities provided to you.
Set Your Asset Allocation
Together, we will locate your assets, and discuss your time horizon, risk tolerance, and liquidity needs. We will then recommend an asset allocation to help you meet your long-term goals.
Liquidity Needs
Discuss how much you withdraw from your account on an annual basis and if you have any upcoming expenditures.
Time Horizon
Discuss when you will begin to withdraw from your account and what the timeframe is of any upcoming expenditures.
Risk Assessment
Discuss how you would characterize your risk tolerance and your previous investing experience.
Your Customized Portfolio
Once we know your asset allocation, we will work with you to determine a customized portfolio fit for your long-term goals. Depending on your asset allocation and long-term goals, we will create a portfolio by investing in equity, fixed income, private investments, and cash.
Capital AppreciationEquity
ZIG Long-Term Capital Appreciation (Domestic Equities)
International ETF’s
Domestic ETF’s
Mutual Funds
StabilityFixed Income
ZIG Stability and Income (Corporate Fixed Income)
Domestic ETF’s
Municipal Bonds
LiquidityCash & Equivalents
Treasury Securities
AlternativesPrivate Investments
Real Estate
Private Equity
Venture Capital
Private Deals
Implement & Manage Your Portfolio
Our investment professionals will start implementing and investing your portfolio, and are constantly evaluating each investment.
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Purchasing & selling investments
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Executing trades
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Ensuring that your portfolio is properly diversified
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Monitoring and assessing based on market conditions and overall health of your portfolio
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Reviewing upon major life changes or new financial goals
Ongoing Service & Reporting
We are always available to meet to discuss your portfolio. We also send quarterly reporting directly to your email regarding the performance of your portfolio.
Always Available to Talk
No matter how big or small your question is, you can always talk to us – a relationship with you is the priority
Understand Your Assets & Financial Documents
We will maintain your balance sheet, knowing the location of your family’s assets and account titles
Lead the Coordination of Your Team of Advisors
Making sure all your advisors are on the same page and working together on the same goal
Review Meetings
Always available to schedule portfolio review meetings for you whenever you want
Quarterly Reporting
We send you quarterly reporting regarding the performance of your portfolio.
Let’s Talk About Your Future
No hard sales. No products to push. We just want to get to know you.