Austrian School of Economics
We believe that sound money and economic stability are essential for long-term financial resilience. Inspired by Ludwig von Mises' Austrian School of Economics, our approach focuses on navigating the risks of inflationary policies and speculative investment trends. By analyzing economic patterns and understanding the impact of monetary policy, we help clients build resilient, forward-thinking portfolios that align with real-world financial cycles.
The Economic Super-Cycle
Understanding the underlying causes of booms and busts allows us to look for the indicators that may precede a change in the economic cycle.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Active Reallocation Based on the Economic Super-Cycle
By tracking our economy’s position on the Economic Super-Cycle, we can adjust the core holdings in your portfolio from a higher percentage of equities (stocks) to a higher percentage of fixed income (bonds) as monetary contraction escalates, and then reverse the position when monetary expansion resumes in earnest.
Active Core and Satellite Model
Another way we can take advantage of the Boom/Bust Super-Cycle and help stimulate our model returns is to add satellite positions to the core equity holdings, depending on the size of your equity allocation and your risk tolerance.
Satellite positions are not permanent positions, but are a fluid repositioning of 3-5% of your portfolio into each satellite holding in response to current and anticipated market trends, and may include positions in medical devices, technology, commodities and alternative energy.
Pursue Your Financial Goals with Clarity
We analyze your current assets, income, and future needs to determine the rate of return required for your retirement goals. Using MoneyGuide Pro™, we assess the likelihood of achieving your targets and identify any necessary adjustments. This allows your financial blueprint to stay aligned with your long-term vision.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.