SUPERIOR INVESTMENT MANAGEMENT
We’re committed to achieving both successful results and long-term growth and believe in numbers, the rigorous analysis of charts, and the building, testing and ongoing refinement of Prospect Point algorithms. It how we deliver results safely and in all markets.
Investment advisory with a human touch that never forgets that it’s all about you, your future, your family’s future, and living the life you’ve dreamed of, planned and worked for.
WE’RE DIFFERENT AND IT’S BY DESIGN
We don’t believe in hunches, think of us as chartists utilizing specialized tools and studying past performance to identify patterns that reveal profitable trading opportunities. Tested, trusted methods that have been proven appropriate for all asset classes, including stocks, bonds, currencies, commodities, precious metals and alternative assets.
Central to our chartist philosophy is the simple idea that price movements aren’t random but can be predicted using past trends and other technical analysis. Advisors that pitch randomly are more attuned to selling not investing, and typically ignore key patterns and trends that signal seizing opportunity or prudently responding to volatility.
We view our role as helping you to discover the investments right for you and invite you to schedule a No Obligation consultation to see if we’re a mutual fit.
YOUR FINANCIAL PLANNING ROADMAP
It’s not merely buying securities but designing a living, breathing document that we’ll fine-tune and adjust over time aligned with your goals and life changes. A plan that is idealistic and practical, with clearly defined goals, and disciplined principles enabling you to enjoy today with confidence and calm, peace of mind about the future.
We treat you as we’d like to be treated and recommend investments that we believe in and make ourselves. For seasoned investors or those just getting started, count on financial planning that meets your stress test and the independent thinking of an idea-meritocracy. You’ll find us refreshing difference from the first meeting with your Client Advisory Team.
- We’ll work with you as a partner.
- Leverage technology intelligently.
- Practice what we preach and show it.
- Deliver Superior Client Service.
We can’t predict the future but promise to prepare you for it. Using principles we truly believe in, we’ll meet every challenge swiftly, professionally and confidently.
SMART, DYNAMIC TAX STRATEGIES
Our success isn’t the product of secret sauce but a unique way of seeing the world and living life. We believe in meaningful work, and that meaningful relationships require not just radical truth, but radical transparency. Which means we come to work every day with an open mind; open to testing limits, finding a better way, and even owning mistakes.
Discovering weaknesses is the path to improvement and innovation, and by continually striving together for the highest levels of truth and excellence, together we’ll create that environment that fosters meaningful work and meaningful relationships. An environment that positions our clients to achieve their goals supported by a strategic approach to taxes.
IDENTIFYING UNNECESSARY TAXES
Ideally, we’d all like to pay the least taxes possible, but without a sophisticated portfolio strategy, too many pay taxes that could have been avoided, undermines cash flow and threatens carefully calibrated risk-adjusted returns. We have a better way.
PROPRIETARY TAX STRATEGIES
Think win-win-win-win. Smart strategies allowing for, as an example, an installment sale of highly appreciated real estate, businesses or other selected assets to defer their federal and state capital gains taxes. You’ll be paying less taxes, but from there it only gets better.