PROTECTION | OPPORTUNITY | ACCESS
Customized, tax-efficient portfolios are accurately and reliably aligned with True Fiduciary® standards and your unique investment plan to help provide protection, data-driven clarity and transparency.
Multiple wealth objectives help structure portfolios for Lifetime Capital Needs™, Wealth Surplus® and Aspirational Wealth™. Portfolio allocations are optimized across cash, fixed income, variable and non-directional assets.
Using advanced monitoring technology, unified dashboards and real-time data analytics, we execute directly with multiple exchanges and financial institutions to optimize cash management, trading and asset allocation. We do not receive any commissions on security transactions, nor do we receive any compensation for any investments that we recommend. We are a Fiduciary Business®.
Stephen H. Berardi, CFA®
Partner, Managing Director, Family Wealth Advisor
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Call 703-468-2700 or Email here:
PORTFOLIO: Cornerstones of Success
Critical decision in portfolio construction.
This is REAL and can directly impact portfolio results.
TAXES AND FEES
It’s not what you make, it’s what you keep.
Utilize a broad landscape of asset classes.
Avoid the temptation to try and “time” the market.
Don’t chase performance in asset classes or manager selection.
Significant conflicts of interest exist in the investment industry – do your homework and ask for clarity!
Intelligent Wealth Management™ to help protect and streamline your life through high-touch sophistication, expert advice, and transparency.
Boutique Family Office for portfolio management, tax, estate and legal, wealth planning, private banking, family coaching, travel and lifestyle services.
True Fiduciary® Standards where your best interests come first.