Your wealth plan builds on your financial blueprint and investment management strategy to incorporate additional services and targeted advice that reflects the integrated and often complex relationship between your business and personal wealth.
Building Foundations
I think the most important designation I have is my accredited portfolio manager. Like an accountant or like a lawyer, I have a fiduciary duty to act in your best interests. We're not in the business of stock picking. We see ourselves as portfolio managers where we are constructing diversified portfolios. We see ourselves as risk managers. We're trying to mitigate the risk in the portfolio. The Slater financial blueprint, is like a blueprint for your dream house, where you're putting in all the things that you want and that dream house and then we take that information and construct a financial plan. We stress test your portfolio against thousands of different economic simulations. And what this tells us is how your portfolio will perform during different types of economic environments. And the whole goal is to ensure that under most economic situations, your portfolio will be financially sound.
Building Foundations
I think the most important designation I have is my accredited portfolio manager. Like an accountant or like a lawyer, I have a fiduciary duty to act in your best interests. We're not in the business of stock picking. We see ourselves as portfolio managers where we are constructing diversified portfolios. We see ourselves as risk managers. We're trying to mitigate the risk in the portfolio. The Slater financial blueprint, is like a blueprint for your dream house, where you're putting in all the things that you want and that dream house and then we take that information and construct a financial plan. We stress test your portfolio against thousands of different economic simulations. And what this tells us is how your portfolio will perform during different types of economic environments. And the whole goal is to ensure that under most economic situations, your portfolio will be financially sound.
