A Custom Investment Management Strategy
Creative Capitalists develops investment portfolios that are unique to your requirements, needs and expectations. Model portfolios and overly simplistic approaches are convenient but rarely achieve the best outcome for your values and goals.
The Details
+ Who is it for?
- Individuals with a desire to invest for the long term
- Those who have accumulated substantial assets and need help managing them
- Individuals with complex liquidity situations
+ Investment Discipline
- Taking a disciplined, long-term view pays off
- Your plan and asset portfolio should align
- Uncontrolled emotions decrease portfolio growth potential
- Having a dynamic strategy minimizes risk
- Portfolio structure has a great impact on expected return
- Efficient tax strategies save money and increase growth
- A custom portfolio is tailored to your changing needs
- Ongoing monitoriing and rebalancing keep you on target
- Selecting low-cost funds and efficient trading boosts return
+ Features of our services
- Access to research, technology and market data
- Integrated Legacy Holdings, Portfolio Enhancements
- Income Strategies
- Tax-efficient implementation and trading
- Monitoring, Rebalancing, Tax-loss Harvesting
- Performance Reporting
- Specialty Investment Solutions
- Individual Bond Management
- Social Values Portfolio (Socially Responsible Investing) & ESG Factors
- Concentrated Stock Solutions (Customized Options Strategies & Exchange Funds)
- Cash Management (Individual CDs, Variable Rate Demand Notes, MM Funds, Treasury Bills)
- Stock Option Planning
- Client Portal (NetX360)
Our Approach
HELD TO A HIGHER STANDARD - We do not receive any compensation from fund managers or any particular strategy. This lets us impartially analyze the entire landscape of available solutions and build the best investment strategy for each client. Fees are transparent and made clear to you. Every recommendation is in your best interest.
INVESTMENTS - All the portfolios we construct for clients can contain investments filtered for constructive social, environmental and governance (ESG) factors. For Creative Capitalists, responsible investing is a priority; we believe every investment has some effect on others and we strive to maximize positive impact while still reaching your goals.
DUE DILIGENCE - Approved investments are evaluated through fundamental analysis, voted on by our team and investment committee, then ultimately assembled to align with your values and goals. Our investment strategies leverage academic data and studies to understand market performance and behavior. This discipline gives reliable direction to your plan execution and consistency. This allows best selection of fund managers and funds from which to build your unique portfolio.
TAKE THE LONG VIEW - We take the small business owner point-of-view of your holdings, seeking long-term capital appreciation in all core positions and realize that creating lasting value requires patience. We weigh growth over several years and do not speculate on asset prices or variables that become difficult or impossible to track or measure.
CONSISTENT CARE - We monitor your portfolio and the overall markets to take disciplined action that leads to optimal returns, not trade activity or actions that yield little benefit. We take care of all the details so that you can focus on what matters most.