Our Exceptional Portfolios are designed to offer you a cost effective, globally diversified investment. We know choice is important, so you are free to choose how your funds are invested. Based on your tolerance to risk and your investment time horizon we can help guide you to the portfolio that fits your financial goals. So check out the options below and let’s get started.
This portfolio uses a Global Market Index Approach with exposures to stocks and bonds from both the U.S. and other developed and developing countries around the world.
Who should consider this portfolio?
An investor with a long term investment horizon who is satisfied with market returns in exchange for low management fees.CLICK TO VIEW PERFORMANCE CHART
This portfolio uses a Global Market approach with exposures to stocks and bonds from the U.S. and other developed and developing countries around the world. The core of this portfolio is indexed. In addition a portion of the assets are invested in actively managed portfolios. Historically, certain asset classes have proven to be less efficient due primarily to decreased liquidity. These inefficiencies create opportunities for active managers to improve on the return of indexes. Actively managed investments are selected after extensive research identifies them as having superior return potential compared to the general market.
Who should consider this portfolio?
An investor with a long term investment horizon who believes that in certain less efficient areas of the market, professional managers can outperform the indices and is willing to pay those professionals for their expertise.CLICK TO VIEW PERFORMANCE CHART
The exceptional portfolio management team has a combined 100 years in the investment management and technology industry. Together we have been creating diversified portfolios for individuals and families for the last 14 years. We are not a team of software engineers who outsource investment decisions to algorithms or to a board of retired investment professionals. We have seen many bear markets including the market crash of 1987, the difficult market cycles during the first Gulf war, the tech bubble in the late 90’s, the aftermath following 9/11, and the great recession starting in 2008. In March of 2009 when the DOW was trading in the 5,000’s we determined the world was not coming to an end and we remained fully invested.
You will answer several questions which gives us an idea of your investment time horizon and how much risk you are comfortable with. Based on your answers you will be presented with our assessment of where you fit in the risk/reward spectrum. For example you may, based on your answers, be a moderate investor or a conservative investor. You may disagree with this assessment, and that is ok. We believe that choice is very important; you will have the opportunity to change your risk assessment when you are presented with your portfolio choice.
Instead of offering a small range of options, our team specializes in maximizing the effectiveness of a suite of investment choices. If you’re an individual who wants to expand all your options, we can offer streamlined portfolios for your particular lifestyle and goals. Or if you’re part of a family, we offer support for joint accounts, and even trust accounts for the future financial stability of your children.
There are so many ways you can invest in yourself. In the area of your personal finances we urge you to sign up for the exceptional “invest in yourself” program. By setting up electronic funds transfer between your personal checking account and your investment account you can begin saving for your future at a frequency to which you feel most comfortable. You'll be able to manage your fund transfers by completing a form available on our client portal. You may also apply for Schwab Mobile Deposit which makes depositing as simple as taking a picture with your smart phone. Why would you pay bills each month and not pay yourself? Begin investing in yourself today!