... Basis = Cost Basis – Historical Value of Cumulative Dividends Re-invested
ROI = Current Value/Adjusted Cost Basis
Ethan S. Braid, CFA
President
HighPass Asset Management ...
... estate plan. Generally, the issues have nothing to do with avoiding taxes. Problems with estate plans often fall into one of the following categories:
*Assets are not titled properly.
*The wrong ...
... an asset allocation that doesn't match their portfolio income needs. For example, if you had invested $1,000,000 in the S&P 500 twenty-three years ago, and distributed 4% per year grown for inflation. Th ...
... is a professional entrusted to manage assets or wealth while putting the client’s best interests first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential ...
... structures, and efficient philanthropic strategies.
Integrity is a core value at HighPass Asset Management. Being independent and a fiduciary is the highest ethical stance in our industry. Our personal ...
... to asset management can be summed up in two words: "Active Discipline." It encompasses three elements: portfolio construction, implementation and monitoring. Portfolio construction is largely based on wh ...
HighPass Asset Management
999 18th Street, Suite 3000 Denver, CO 80202 (303) 357-4602 This email address is being protected from spambots. You need JavaScript enabled to view it.
999 18th Street, Suite 3000 Denver, CO 80202
(303) 357-4602
This email address is being protected from spambots. You need JavaScript enabled to view it. ...
Why HighPass Asset Management
Security in Retirement
How do we accomplish Security in Retirement?
Analyze your starting point.
What are your resources?
Develop written goals.
Identify obstacles ...
Ethan S. Braid, CFA
HighPass Asset Management is an independent fee-only, investment advisory firm with a fiduciary duty to the high net worth clients it serves. HighPass Asset Management was founded ...
... help you build one.
How are you assets currently distributed? Most investors do not understand their portfolio.
What is the current level of risk associated with your portfolio? In our experience investor ...
... to generating the retirement income you’ll need.
Successful investment management starts with discipline. It is the cornerstone of your financial future. At HighPass Asset Management, we manage your ...
Retirement Planning
At HighPass Asset Management, we combine thorough financial planning with customized investing to help you identify and achieve your most important life goals.
Customized Planning ...
Investment Management
Successful investment management starts with discipline. It is the cornerstone of your financial future. At HighPass Asset Management, we manage your assets as if they were our ...
... you and your family to help establish your long-term financial goals and plan accordingly. We will help you structure your estate assets to minimize tax liabilities and maximize value to future generations. ...
...
Creating Donor-Advised Funds for Appreciated Securities. Donor-advised funds provide a simple way for investors to get immediate tax deductions and avoid capital gains tax liability on appreciated assets. ...
Over the last 25 years I have seen many, too many, retirement planning mistakes. One of the most serious retirement planning mistakes that you can make is to sell your portfolio at the bottom of a bear ...