You may interested to know that Juno in ancient Greek mythology represented the Goddess of protection. We believe one of the most important ways to build generational wealth is by protecting your finances.
We create portfolio models that work FOR our investors. This means getting personal with our clients and listening to the vision they have for their lives. We go far beyond just balancing risk against return. Instead, we try to custom fit a solution to the person, based on their lives, current financial trends and diverse options that in some cases outside institutional managers. We do not rely on quick prepackaged solutions but instead we choose to put the needs of our clients far above of our own bottom line.
“Time, not timing, is key to building wealth in the stock market.” – Bill Miller
“Investing with a long-time horizon” feels unrealistic during a market downturn, and it does not consider a client’s specific situation. We break down the construction of your portfolio to balance short term cashflow needs, medium term quality of life objectives, and strategies to mitigate the risk of outliving your investments.
“Successful investing is about managing risk not avoiding it.” – Benjamin Graham
Our experience in risk management ensures that we have the right guard rails in place to keep your investments aligned with your goals.
“Price is what you pay, value is what you get.” – Warren Buffett
Market declines are a part of investing, but they should not deter investors. In times of market volatility, we look to capitalize on opportunities in individual companies trading at attractive valuations to enhance client returns.