Defined Outcome Investing

You’ve worked hard and saved hard. Whether you’re accumulating money for retirement or ready to retire, our investment advisory services use a powerful and proprietary investment process called Defined Outcome Investing.

 In our opinion, your likelihood of success is significantly increased through a combination of institutional investments, specific objectives, and creating clear upside and downside parameters.

Component #1

Institutional Investments

Many financial professionals can talk to you about your investments. That’s not hard to find. But most financial professionals and personal retail accounts simply don’t have access to the investment resources our team has.

Each investment strategy and money manager added to our platform passes a strict set of criteria prior to approval including:

  • A track record of success against their peers
  • Top ranked performance over time
  • A semi-concentrated portfolio (i.e. their ‘best ideas’)
  • High active share (they are good at picking securities that outperform)
  • Tax friendly management (lower excess trading and turnover)
  • A fundamental, bottoms-up approach to investing (they have a keen understanding of exactly what they own and why)

Through years of experience and an investment team network around the country, we're able to offer client investments that often were previously only available to high net worth clients with 5 million or more of assets. Now, clients with between $300,000-$3 Million+ of investable assets have access to strategies and investment managers that were previously unavailable to the masses. This can be a game changer.

– Russ Hodgson, CFP, Principal of Advanced Retirement Strategies

Component #2

Specific Objectives

When you’re saving money for retirement, the primary objective is generally growing your money. If that is your primary focus, we have powerful investment advisory services to assist you.

As you approach and transition into retirement, your objectives can easily become much more confusing. Generally, some money needs to be allocated for income and some for growth. Additionally, there are a myriad of other opportunities to consider. For example, how will you pay for long-term medical expenses such as a nursing home or assisted living. How will you minimize taxes and not run out of money. How will you preserve and protect your capital during down markets.

We can help you understand and define your financial goals and then create an investment portfolio around the various outcomes you would like to achieve. This approach can be radically different than saving or investing money through a 401(k) or 403(b) at work.

Broken. Outdated. Inefficient.

Clear Upside & Downside Parameters

We’ve worked with hundreds of clients through up and down markets. This isn’t our first rodeo. During downturns, our phone doesn’t ring off the hook with worried clients. Instead, clients are proactively invested according to their timeline (short-term, mid-term, and long-term) and risk tolerance. During retirement, your investments must also match your income plan, which describes where and when you’ll pull retirement income.

Some clients are very conservative and want to preserve and protect their assets at all costs. Some clients are more aggressive and want to pursue market gains, even if they take on more risk. As fiduciaries, we work with you to position your investments according to the outcomes you would like to achieve.

We’re not here to push our agenda but rather to understand where you want to go and then give you a variety of investment or insurance solutions that may work for your specific situations.Our process is low-key, educational, and collaborative.

Get Started

Is Defined Outcome Investing right for you?

Whether you’re currently retired, or are planning to retire within the next few years, our network, technology, and experience can likely not only increase your year-over-year returns, but also lower your risk and taxes at the same time. To get a feel for whether we’re in a position to really help you, we would invite you to schedule a complimentary, no-pressure, no-obligation discovery meeting with one of advisors. This meeting is no charge and allows us to get to know each other.

Request your free portfolio analysis today.

Request a free forensic portfolio analysis to find areas to increase returns and decrease your risk.