Investment Philosophy

Investment Philosophy

“Those who stand for nothing, fall for anything” –Alexander Hamilton

  • We believe in the comprehensive financial planning process, not just portfolio management
  • We believe in risk adjusted strategies that adhere to our tactical discipline and are driven by our clients’ goals and risk profile
  • We believe in our Protactical™ investment process which is predicated on relative strength and momentum based research with emphasis on downside protection
  • We believe in broadly diversified portfolios allocated across many asset classes
  • We seek low-cost and tax-efficient investments for our clients
  • We believe many people focus too much on rate of return and rate of withdrawal, and not enough on rate of savings and investment
  • We believe we provide value by offering perspective and direction, confidence through our relationships, and opportunity through our creativity and knowledge
  • We believe that in wealth management, it is not about what you make, but about what you keep

Advisory Services offered through Executive Wealth Management, LLC. A SEC registered Investment Advisor. Securities offered through Private Client Services, Member FINRA/SIPC. Private Client Services is not affiliated with Executive Wealth Management, LLC (or affiliated companies).

This site is published for residents of the United States Only. Financial Advisors of Executive Wealth Management / Private Client Services may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and/or services referenced on this site may be available in every state and offered by every Financial Advisor. For additional information please contact your Financial Advisor."

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

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