FAMILY ESTATE ADVISORS
Providing sound financial advice for LIFE and LEGACY
Active Investment Management
We’ve designed straightforward investment strategies to help you pursue your goals because we believe investing should be simple and transparent. We avoid prepackaged, overly complicated and trendy investments. That’s a sensible approach in itself, but what truly sets us apart from other advisors is our time-tested, three-step process for seeking favorable returns in any market environment. We call it Active Investment Management (AIM).
STEP 1:
Listen and Learn
We listen to you and learn about your:
- Investment Goals
- Financial Health
- Risk Tolerance
- Investment Knowledge and Experience
- Personal and Financial Constraints
- Communication Preferences
STEP 2:
Design your portfolio.
We utilize Blackrock’s Aladdin program to assess historical and current market data to forecast returns and risks associated with different asset classes. This information supports the strategic allocation of assets to achieve the desired balance between risk and return in line with your goals.
Further, Aladdin allows us to simulate various market scenarios and stress tests to understand potential impacts on your portfolio. This includes the effects of economic events, changes in interest rates, and other market shocks. Such comprehensive testing helps in designing portfolios that can withstand adverse conditions and maintain performance stability.
STEP 3:
Monitor and Make Changes
Aladdin operates in real-time, offering continuous monitoring of portfolio positions and market conditions. This capability allows us to make immediate adjustments to portfolios in response to changing market dynamics, helping to optimize performance and manage risk effectively.