Once you have a financial plan to guide your decisions, the next step is to decide where to invest. There are lots of different options available including the P&S Six Point Investment Program.
Our client’s risk tolerance, tax efficiency needs, and goals serve as the basis for our portfolio models. We offer several core risk adjusted portfolios, tax efficient portfolios, and a variety of hybrid portfolios. The minimum initial investment required makes our portfolios accessible to most investors.
We take an active, collaborative approach to investment management. Our advisors come together each week to evaluate the portfolios and make adjustments when necessary.
Four times a year we consult with an independent, third party money manager to provide additional insight and analysis of our portfolios.
We follow a disciplined, academic approach to investing. Our investment philosophy is based upon Modern Portfolio Theory and other academically supported principles, which continue to be taught in universities today.
We utilize advanced technology platforms for research, trading, rebalancing, staying connected with our clients, and more.
Investor emotions have been proven to impact financial decision making and long-term results. This is why we provide ongoing client education, and regularly scheduled reviews to foster long-term, beneficial relationships with our clients.