Proprietary Models, Customized Approach
We have established a proprietary cash flow model that determines a specific and appropriate asset allocation for each client to support their life objectives while taking the least amount of risk. The dynamic model offers trend projections for different ‘what-if’ scenarios, mapping a client’s objectives against their resources over time. It also reflects how tax consequences as well as life choices, from tax domicile to charitable giving, would affect their lifestyle and their estate legacy. The modeling stress tests client choices to help them make better financial decisions and to alleviate anxiety associated with their decision-making.
“Knowing a client has enough money to support their lifestyle as they transition from one stage of life to another is central to our planning and strategy. We believe that a plan to spend down assets is just as important as a plan to grow assets. Determining the appropriate cash flow scenarios is critical to preserving capital and managing risk.”