Asset Management in Charleston, SC

ASSET & INVESTMENT MANAGEMENT:

We are not stock pickers. We do not try to predict the ups and downs of the market.

Instead, our investment portfolios are:

• Extremely well-suited to fund your goals.
• Designed to allow you to capture global market returns.

This approach is beneficial for you in that it allows us to focus on your individual needs and offer an exceptional level of client service rather than spending the vast amounts of time, energy, and resources necessary to provide advice on investments outside of our expertise.

For you to get the most out of our portfolios, in other words for you to take advantage of the growth of the great companies of America and the world, you must believe the following are important factors in investing, all of which serve as the building blocks of our asset management style:

Long-Term:

Our portfolios are designed to be held for goals that range from 5-years to the rest of your life.

Fully Diversified:

That means you own many different investments, which reduces the risk of your portfolio such that you never get killed by owning one thing, and you never make a killing by owning one thing.

Low Cost:

We use some of the lowest cost investments in the industry. Lower investment costs mean better returns for you and more money in your pocket.

Tax Efficient:

Since we do not trade often, there are minimal tax implications in your portfolio, which means less cost to you and more money that you can actually use. Because, it really does not matter how much money you have in your portfolio – it matters how much money you can use.

Want to find out how you can get better performance out of your investments? Click on this link to schedule your no cost consultation now.