Durable Income.
Durable Legacy.
So how do we do things differently?
Frankly, wouldn't it make sense to find "best of class" portfolio
managers, who have proven records, manage money privately,
efficiently, and effectively, and let them seek gains and be
mindful to market conditions?
That makes sense to us too. We seek to work with managers to
manage risk, to provide durable income, and to grow portfolios.
Our stable of trusted institutional managers have long-term,
proven performance records and they handle portfolios that are
not over-sized, and henceforth, do not dilute their best thinking.
In many cases they are managers who are able to adapt swiftly
and adroitly if market conditions suggest so. In all cases, our
managers are transparent and cost efficient. That's what we offer
our clients.
For information about the time and location of our next
Economic Summit or for more information about how we
construct our clients' portfolios, please call us or visit us on the
web at www.usadvisory.com.
Creating income that will last over the span of
your lifetime is vital.
But this does not mean throwing all of your
retirement money into an overpriced annuity;
nor does it mean loading up on bonds in a low-
interest rate environment. Bonds lose money as
rates rise. In such an environment, bulking up on
long-term bonds could be potentially disastrous.
Nor does it mean chasing indexed performance
with "Big Box" mutual funds. Those managers have
so much capital to deploy that their best ideas are
often diluted by the abundance of capital that gets
invested in mediocre ones.
This excessive diversification frequently leads to generic,
indexed performance at what can be higher costs and fees
to the investor.
Managing Financial Risk and Managing Sustainable Family Wealth
Rick McDonald
President
781.246.0222 | www.usadvisory.com | 301 Edgewater Place, Suite 410, Wakefield MA, 01880