A strategy that delivers 7% (+/-) cash flow; more growth in up markets and downside protection. If markets go down a little but not a lot, accounts will likely underperform the market.
A solution for executives that because of capital gains are at a disadvantage of moving or selling these securities.
Ideal for retirees protecting against market collapse, where the time to recover is limited. SmarterCurve provides a safety net in times of a severe market crash.
SmarterCurve strategy is cutting edge and aligns perfectly for younger investors looking for long term growth.
The investment of our client’s funds is the responsibility of a team of highly experienced investment professionals. The team has more than 150 years of investment experience.
We place great deal of emphasis on management and support functions on a day to day basis, as well as in the direct administration of your portfolio.
We understand that all clients have different investment profiles and require a personal approach to the management of their investment portfolios. It is our goal to understand and apply the proper principals inside our strategies to align with each of our client’s specific needs.
The SmarterCurve approach is a flexible strategy when managing client portfolios through volatile markets and differing cycles. Absolutely central to our philosophy is a highly personalized service, high standards of industry experience, and practical investment sensibility.
SmarterCurve strategies are independent and objective and based on experience, good judgment and rigorous analysis.Make A Telephone Appointment
Welcome the investment strategy you have been waiting for. You are successful because you never compromised. Now you don’t have to compromise with your investments.
You own a lot of company stock and need to find smarter strategies that consider capital gains and disadvantages of selling these securities, or you inherit a large portfolio of stocks and need to find smarter ways to manage these assets. For all these situations and more. SmarterCurve strategy can help.
Some people assume that Millennials and younger investors aren't investing enough. That's not what we see. We come across Millennials and Generation Z investor, who want to be ahead of the curve, and therefore invest smartly using the SmarterCurve strategy.
SmarterCurve is a financial strategy that can work in many accounts with your existing positions including highly appreciated securities, mutual funds and stocks. Performance is not guaranteed and does involve investment risks.