Investment Management
Manage your money like a pro. Free up time to live your life.
Need a second pair of eyes on your portfolio?
Our approach:
- Apply deep institutional experience toward protecting and growing your portfolio.
- Use time-tested processes refined from 15+ years managing multi-billion dollar programs.
- Deliver clear, proactive communication to help you understand performance and make informed decisions
Research & communication
Monitor Markets
Stay abreast of economic and market developments with data from trusted sources.
Curate Insights
Build striking visuals to communicate important concepts and trends.
Distill Messaging
Craft clear communication that eliminates noise and focuses on the signal.
How We Work
Investment Process
01
Risk Analysis
How much and what types of risks are you currently taking? Does it match your goals?
02
Capital Markets Survey
What is a reasonable rate of return to satisfy your goals?
03
Asset Allocation
Combine different types of investments into an overall portfolio. The whole is greater than the sum of its parts.
04
Select Investments
Populate the allocation with well-researched funds/ managers.
Transition Strategy
Advisors looking to launch a new investment platform.
01
Listen & Diagnose
What are the pain points? What role can we play in the solution?
02
Set Goals
There are different paths to investment success. We’ll help define yours and create a plan to get there.
03
Implement
Provide accountability. Keep what works and adapt what doesn’t. Work with your team to make it happen.
04
Review & Iterate
Address roadblocks & come with new ideas to advance toward the goal.
If it touches your financial life, we can help
Retirement Planning
Evaluate strategies including Roth IRA and 401k. Create a retirement income plan and help build your nest egg.
Cash Flow Planning
Organize accounts & plan for large cash flows. Project current saving, spending and investing habits forward to plan for the future.
Full Service Planning
Tax planning, employee benefits, reviewing insurance coverage, and more.
15+ Years
Investment Experience
$25 Billion
Assets previously managed
Many
Lives impacted
simple pricing
Fees are negotiable and depend on type of service and scope of work.
Initial Call
Discuss your needs and see where we can help. Zero pressure.
Free
Financial Planning & Consulting
Most projects require a 10 hour minimum commitment.
$250 per hour
Discretionary Investment Management
Annual fee, billed quarterly in advance.
| Assets Managed | Annual Fee |
| $1 – $299,999 | 1.00% |
| $300,000 – $999,999 | 0.80% |
| $1,000,000 and up | 0.60% |
Questions? Let’s chat.
P.O. Box 250261
Plano, TX 75025
info@empowermenttools.net
