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:
MODELING
Our first step is to have an in-depth conversation with you about topics that include your financial goals, investment horizon and risk tolerance. Once we’ve determined your income and accumulation needs, we use modern portfolio theory and LPL Financial Research’s Strategic Asset Management models to determine the most appropriate initial asset allocation for you.
STEP 2:
IDENTIFYING OPPORTUNITIES
Pattern Recognition of Future Investment Trends (PROFIT©) is a proprietary means for determining which investments to consider for your portfolio in a flat market. Created by data-analysis expert Kevin Kip, PhD, PROFIT analyzes stock market trend data and assesses risk against factors such as leading economic indicators, the treasury yield curve, purchasing managers’ sentiment, market breadth and market valuation.
STEP 3:
CORRECTION DEFLECTION
We know declines in the financial markets can be unnerving, so our process has a crucial third layer — a “downside barrier” — that guides investment decisions according to historical perspective rather than emotion. When the market reaches a previously defined trigger point, we take action to help preserve your portfolio.