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1065 Andrew Drive, West Chester, PA 19380

4842825267
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Our Framework

Better Aligned...Better Designed Portfolios

Our planning framework redefines risk, not as volatility, but as ‘not having what you need, when you need it.' Defining risk this way places the primary focus on the your needs and circumstances, not on their "risk score" which drives so many portfolios today. In so doing, we better align the portfolio with the plan – a hard, longstanding problem in the industry.

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Planning

  • We seek to provide true integration of investments with your life goals and dreams using our Comfort Zone process.


  • Your financial plan is a living and actionable road map for your life experiences and future. This helps you make investment  choices, not in terms of esoteric quantitative criteria or marketing pizzazz, but relative to that what you value most.


  • Each quarter we update the plan for changing market conditions and life events, present the Comfort Zone status, and consult with you when decisions are required.


  • If you become underfunded, a consultation may be required regarding their risk level or legacy goals, or if you become overfunded, a bonus vacation maybe in order. Either way, we will help our clients.

Investing

  • We provide principles-based, risk-managed, cost-effective investment solutions designed to improve investor success in achieving life- financial goals.


  • We employ time-tested principles associated with investor success, within a framework of choice, to help better match the investment experience with your preferences and expectations, in a way that strengthens your commitment to the strategy over market cycles and keeps you on track with your life goals.


  • The elements of choice that drive the client experience are four key policy decisions:1) Risk Allocation, 2) Asset Allocation, 3) Active Risk Policy and 4) Tax/Cost Management
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