WHAT'S IN A NAME?
In Our Case… A Lot... And It Makes A Difference
MULTI-FACTOR
MFC = Multi-Factor Core. "Multi-Factor" comes from our investment portfolio strategy which is based on trend, volatility, sentiment, and recession risk factors. Thus we are not forecasters, market-timers, or buy and holders.
CORE
"Core" is in reference to the type of assets we manage. We are not fun money advisors. We only manage "serious money" the core assets our clients need, or will someday need, to support their lifestyle & dreams of the future.
PORTFOLIOS
"Portfolios" is in our name because unlike the vast majority in the financial industry we don't sell investment products - we are instead constructing and designing truly cohesive, transparent, risk-measured, and tax-efficient personal portfolios.
WEALTH MANAGEMENT
We offer a unique combination of online tools and a dedicated personal adviser to help clients better see their financial big picture and make confident financial decisions.
Work Hard
Invest Wisely
Enjoy Life.
For high net worth investors it's never been easier to reduce taxes and investment costs than it is today.
First step is transparent, tax-efficient, inexpensive, and cohesive portfolio construction - strongly based on index-ETF's. We can show you how to make this important improvement.
Second step is to leave the "buy & hold" dogma & forecasting folly behind. Buy & hold for the young & just starting to put money aside... ok, maybe. But for those with significant assets or their retirement life savings on the line - absolutely not.
There's a better way.
REDUCE TAXES
NO COMMISSIONS
ACTIVE RISK MANAGEMENT
BETTER
Investment Perspective & Strategy
Tax Efficient Investing
Tax Efficient Investing
Tax loss harvesting is automatic with us. But for a truly tax optimized portfolio it's equally important to have the right type of holdings and investment strategy. Few HNW investors (or their advisers) are getting this one right. We can show you how.
Portfolio Construction
Portfolio Construction
Customized portfolio design based on your individual risk tolerance, goals and objectives.
Risk Management
Risk Management
Personal portfolios strongly based on volatility & trend.
Adjusting risk as market factors change. The strategy is ideal for investors striving to minimize large drawdown risk but optimize performance over a full market cycle
Market Extremes
& Underperformance
Market Extremes
The emotional pull of market highs and lows is where most investors make costly mistakes. Brief extremes typically define a decade. That's why it's vital to have a strong relationship with a seasoned & trusted adviser that's been there before and knows how to help.
Investment Selection
Investment Selection
Tax-efficient, inexpensive, transparent, liquid, index-based ETF's.
Few things are easy in investing... but when it comes to investment vehicle selection index-based ETF's are an easy decision for most.
Wall Street & Media
Wall Street & Media
The two headed monster for investors - and no one is more at risk than high net worth individuals. Wall Street targets you with expensive and chronically underperforming products, and the media supplies a never ending supply of bad advice.
CLIENT RESOURCES
Client Resource Center
Our state of the art wealth platform with virtual conferencing was designed to help make the planning and investment process transparent and understandable.
