Investment Management
to secure your wealth and
reach new heights.
Management
We have constructed an active strategy that includes a digital asset twist on the legendary portfolio. We then attempt to overweight the asset categories to take advantage of varying market conditions. We call it:
The Active DigitAll Weather Portfolio™.
The Active DigitAll Weather Portfolio™ adds active management to our DigitAll Weather Portfolio™. We will actively overweight our six asset categories as we identify opportunities in the market.
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Actively managed asset categories:
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Digital assets
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Gold
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US equities
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International equities
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Long term bonds
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Short term bonds​
Management
Our base retirement portfolios use passive management and focus on the lowering FEES and TAXES to maximize long-term return.
Our other passive portfolios include:
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The Digital Weather Portfolio™.
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The Emergency Fund Portfolio.
Each of our passive portfolios offers unique benefits depending on your situation.
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Our Retirement Portfolio focuses on FEES and TAXES to increase your long-term return.
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The DigitAll Weather Portfolio™ attempts to weather different market conditions with a digital twist.
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Our Emergency Fund Portfolio protects your investment while attempting to deliver a higher return than high-yield savings accounts.
Management
For our clients who are Accredited Investors, we provide access to a variety of alternative investments in private funds. Whether you are looking to invest in real estate, private equity, or private debt, we will bring you opportunities.
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Alternative investments include:
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Private real estate
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Private equity
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Private debt