Investing

Some advisors seek to maximize wealth by focusing only on returns. That is good . . . when the market is going up. But what about when it tanks? Do you feel uncertain, lost, fearful, when the market drops? If so, you may be taking more risk than is necessary. We believe most people are not looking simply to maximize their wealth; they want to optimize their wealth. There’s a big difference.  


We believe investing should be:

  • Structured: The goal is to be an investor not a speculator. 
  • Intelligent: Unlike traditional methods of investing, our innovative, scientific approach is grounded in Nobel-prize-winning research that forms the basis for modern trust law.1, 2, 3, 4
  • Goal-oriented. Whether your goal is capital preservation, tax-favored income, or capital appreciation, our customized solutions are designed to help you get to where you want to be with the least amount of risk. 

As a client, you will have access to investments not typically available directly to individuals but that are limited to a select group of independent financial advisors. 


1. "Eugene Fama Named 2013 Nobel Laureate in Economic Sciences." 
2. "The Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel 1990." 
3. "Harry M. Markowitz, PhD Joins Loring Ward's Investment Committee." 
4. "The Uniform Prudent Investor Act," p. 1, Prefatory Note.