Building Wealth
Building wealth requires focus. There are several rungs on the ladder leading to financial independence. Doing work that inspires us, saving, investing, networking, building expertise and reputation, nurturing our spirit are all important aspects. At some points along the way, we realize that we need the leverage of experts to expand our perspective of what is possible. Whether it’s growing our...
Read MoreCollaboration
In areas where a team of professionals is needed to accomplish an aspect of the financial plan, such as, estate planning, we will work with your professionals or introduce highly-skilled insurance professionals and attorneys specializing in trusts and estates. If it is of interest to the client, we may bring collaborative forces together in business or personal realms. For example, a realtor who...
Read MoreOur Core Competency
In a world where financial markets are significantly different than they were a decade ago, investors need updated strategies. The Buy and Hold strategy worked beautifully from 1982 to 2000 However, the S&P 500 is currently trading at 1368 (February 28, 2012), the same level as December 31, 2000. That means those saving for retirement may have made little or no progress for more than a...
Read MoreSustainability
We have had a sustainable strategy for over 10 years. We are experienced sustainable investors. In 2002, we developed a proprietary investment strategy called Global Sustainable Investing (GSI). This strategy invests in companies across the globe that have made high-level commitments to sustainable business practices. We think it is common sense and best practice to invest in companies that...
Read More