Our Approach

Our approach is simple: we want to understand what matters to you and your family, today and in the future. Our comprehensive approach to your financial portfolio seeks to protect, grow and distribute your wealth over your life time.

During the design phase, our team of financial planners and investment advisers, with input from your trusted legal, tax and risk management advisers, will execute a customized plan with your long-term goals, risk tolerance and social desires in mind. Over time, as your goals change, we will be there to evaluate and redirect strategies.

Our investment team's collaboration with research organizations across the world, provides us with micro and macro information to analyze; business cycles, geopolitical trends and consumer behavior to help identify long-term investment themes throughout the world. Once the themes are determined we try to identify market inefficiencies and then select investments, allocate and weight them into a diversified portfolio focused on you and your family's goals.

Investment decision-making is based upon an investment's fundamentals with a technical overlay. This means we focus on a buy and hold strategy.  Our strategy strives to buy and hold at preferable pricing vs. buying and holding at any price. So as valuations change we may add, delete or adjust your portfolio to pursue work towards the desired long-term investment outcome.

Lastly, your “Client Experience” is extremely important to us. Therefore, we limit the number of clients we will take to ensure we are available to help you live your dreams and create impactful legacies.

 

1 Angelis Wealth Group, Inc., Stratos Wealth Partners Ltd. and LPL Financial do not provide legal and tax advice or services.

2 There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.