We live in a world ripe with investment opportunities, offering a myriad of investment avenues to pursue.  While many may promise the potential for reward, a singular and narrowly defined investment approach may be limiting.  Selecting the right combination of these opportunities is the challenge.  Working towards financial independence is a complex and confusing process to even the most experienced investor --- one that requires a significant amount of time, knowledge and resources. 

Many investors demand a different investment approach, one that elevates their portfolio beyond one-dimensional product strategies and leverages the experience of highly skilled professional investment managers.  Our firm offers just this kind of approach.  Our services seek to preserve and potentially grow your wealth by delivering the potential for superior after-tax returns, with an unprecedented level of personalized service and professionalism.  What distinguishes our firm is its personal emphasis.  We build our services around you --- your portfolio is personally designed for your unique situation.  As your needs change, our ongoing management process ensures that your investment portfolio evolves with you. 

Custom-Made Portfolios 

If you want an comprehensive relationship, coordinating your investment management with your comprehensive financial planning, and have at least $250,000 to invest, we offer “Custom-Made Portfolios”.  Investment advice provided by your advisory team including an Accredited Investment Fiduciary® and your Certified Financial Planner™ professional, coordinating your portfolio with your financial planning goals.

Personalized investment strategies are crafted to your family’s unique circumstances.  Holdings can include direct and diversified holdings, active and passive approaches, encompassing both marketable securities and alternative investments.  We have a particular expertise in tax-efficient strategies, employee stock options and highly appreciated securities.  Finally, our Wealth Management System (“WMS”) aggregates your portfolios with and away from our firm to insure a consistent, integrated approach.

Would like to learn more about about our investment advisory services or arrange a free portfolio review?

SF Portfolio Strategies

We recognize that not all clients require (or are ready for) comprehensive financial planning.  If you are looking exclusively for investment advice, and have at least $25,000 to invest, the SF Portfolio Strategies may be a more efficient way to secure professional advice.  

Delivered by our advisory team and monitored by an Accredited Investment Fiduciary, globally diversified portfolios are consistently monitored and adjusted as necessary.  Our unique approach seeks to minimize costs and generate better performance and provide a sophisticated, automated and technology-based experience including efficient rebalancing and tax-loss harvesting.

The convenient advisory fee covers investment advice, portfolio management, custody and trading; no commissions or transaction fees.  The program offers a dedicated online portal and mobile app supported by the strength of one of the industry’s leading custodians —- Charles Schwab.

Are the technology-based, SF Portfolio Strategies appropriate for you?  

Try our powerful analytics engine to calculate your Risk Number® in less than 2 minutes.