Investment Portfolio Management for Attorneys and Couples

Ready For Something Better?

You want your investment portfolio to grow as much as possible. We want that too. But we know that you also want to protect your portfolio from major stock market declines. This is especially critical if you are near retirement. A major bear market in the years leading up to retirement or in the first few years of retirement can have a major negative impact on your future. 

We specialize in creating sophisticated investment strategies for attorneys and retiring couples designed for maximum risk-adjusted performance. And because we know you are a busy professional and your time is valuable, we provide discretionary portfolio management. That means that we will manage your investment strategy on your behalf and do all the work for you so you can focus on what's important to you. 

How We Design A Portfolio for You

You know what it's like to take risks. You built your law practice or business by taking calculated risks. We take a calculated approach to managing investment risk as well. The first step we take in designing a portfolio strategy for you is to determine how much risk you are comfortable with and capable of. 

While investment professionals use many technical ways to define risk, we define it in simple terms the way most people understand it: loss. Another term for this is "draw-down." Every investment periodically experiences draw-down--measured by the amount an investment declines from peak to trough before recovering. Our first step is to determine how much draw-down you are comfortable with and capable of enduring. Then we build a strategy around that. 

Optimizing Your Portfolio for Performance

Once we have determined your risk level, we seek to create a strategy that has historically provided the highest level of returns without exceeding your maximum risk level. For those who prefer a passive investment approach, we will create a broadly diversified portfolio optimized for maximum historical risk-adjusted performance. We will then adjust this allocation to make it appropriate for today's interest rate environment.

Active Portfolio Management

Most of our clients prefer a more proactive approach. We have a number of tactical investment strategies that we offer as well. Tactical strategies involve frequent changes in asset allocation to adapt to market conditions, take advantage of market trends and avoid market declines. Our strategies are systematic and quantitative--meaning these decisions are made using specific numerical rules. This removes behavioral biases that can negatively affect human decision-making. A tactical approach can provide higher returns by preventing losses from major market downturns and capturing the momentum of rising markets.  

Investment Management for Attorneys

We realize that your financial life is complex. You may have many accounts in different places with different time horizons and risk capacity. We can help you design an overall strategy for your entire portfolio, across all your accounts to simplify the complexity of your finaces. And we can execute that strategy for you. Also, because of your uneven cash flow, you may need to have higher short term reserves than most. We can help you manage these short term reserves with a conservative investment strategy or income producing strategy.  

Finally, we know that many lawyers may be subject to potential conflicts of interest between your work and your stock holdings. We are familiar with that and we can help you avoid those conflicts of interest. 


Your Free Portfolio Review

Is your portfolio allocated appropriately for you? Does it have the right balance? Is the risk level right? Is it optimized? We would like to invite you to a free, no-obligation portfolio review. During this review, we will analyze your current asset allocation and investment stratey, and offer specific feedback.

Give our office a call at 859-291-9879 to schedule your free Portfolio Review Session. 


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We would be happy to show you our approach in detail, or review your current allocation and provide some feedback. 


Schedule a meeting below to receive your complimentary portfolio review.