Invest By Design, Not By Default
We’ve developed and refined a process, called the Freedom 360 Formula, which strives to put all the pieces of the puzzle in place.
- Organization: If we intend to be successful with anything in life, organization is key. This is where our process begins.
- Evidence Based Investing: There are certain truths about investing that help work towards success. Confusion can lead to poor performance and excessive fees. We, however, believe in education and transparency. This invariably leads to simple, evidence based investing methodology.
- Education: With education comes two core ideas.
- Asymmetrical risk/reward is an important educational piece, and mindset to master along the journey towards wealth accumulation.
- Recession Paradigm Shift: Recessions are a certainty, so why do we run for the hills out of fear when a known occurs? Recessions can largely be a good thing. As Albert Einstein said, with every crisis lies opportunity.
- Investment Policy Statement (IPS): Nearly every endowment, retirement plan, foundation, etc. has a written IPS. These are the rules for engagement, written without emotion. Via your IPS, you will identify strategies that seek to prosper during the next recession. Moves like this have the potential to make an impact on your wealth accumulation goals.
- Advanced Tax Planning: Learn more about our Tax Planning Strategies
- Blueprinting Process: If you understand philosophically the importance of wealth, you’ll have more confidence to attain it. Download our Blueprinting Guide.
Embark on the Freedom 360 Formula, and find solace in our approach of education and transparency. Through our process, we become your personal CFO.