Why am I losing money?
In my role as an investment adviser, I have the distinct privilege of providing advice to clients who have achieved great success in their respective careers and businesses. ...
... fiduciary standard goes beyond “best interest” - we want to be stewards of our clients’ success.
We are a wealth management boutique, with Chartered Financial Analyst (CFA) and Certified Public Accountant ...
... t is known as Markowitz Portfolio Theory, the fundamental goal of which is to allocate investmentsbetween different assets in order to maximize returns for a selected level of risk. Each client's investm ...
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Our detailed planning process allows us to completely understand each client's personal and financial situation, objectives, comfort level with risk and time horizon for achieving goals. This understandin ...
... own. We work to achieve our clients goals through appropriate growth and income, but also have a finite focus on risk and all of the competing forces that can impact a portfolio over time. Through extensive ...
... with whom we and our clients have worked. Periodically, we will review your plan with you to assess our progress in accomplishing your long-term objectives.
Philanthropic Planning
Philanthropic planning ...
... We'll work with you to help set up donor-advised fund in Your Family Name and then you decide where and when to make gifts to your charities.
Gifting Strategies for Tax-Free Giving. Our clients use famil ...
... understand what is sustainable.
Monitor and review.
Risk tolerance, health, employment, economies, tax laws and markets all change. We contact our clients quarterly and stay on top of these variables. ...
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 ...
... helping you understand what is sustainable.
Monitor and Evolve
Risk tolerance, health, employment, economies, tax laws and markets all change. We contact our clients quarterly and stay on to ...