Wealth Off Wall Street
We are Investment Strategists who utilize a proprietary “Wealth Off Wall Street” philosophy and approach to achieve our clients’ financial goals. As Investment Strategists, we are independent financial professionals who utilize “Alternative Investment Strategies” in a holistic, truly diversified portfolio that is uncorrelated to today’s volatile market conditions.
We encourage our clients to stop being a POW!
Our Key Principles include:
Stop Trying to Beat the Market – Just Take the Market – with a Guarantee
Our clients participate in the rise of the market (as measured by an index like the S&P 500) but never the declines. This powerful strategy provides the upside potential of the stock market without exposing their funds to potential loss. All gains are locked in each year and can never be lost to future market downturns. Zero truly is your “Hero”!
Your Most Important “ROI” is Reliability of Income NOT Return on Investment!
Designing and Implementing a comprehensive income plan with mathematical certainty and minimum guarantees not only provides for our clients’ “sleep equity” but also frees up the balance of their investment portfolio to achieve other goals. For example, you can tell us your future required income amount and timing, and we can tell you with mathematical certainty how much you need to invest today to guarantee your desired income at your desired time. Likewise, you can tell us how much you want to allocate today for future income, and we can tell you with mathematical certainty how much guaranteed minimum income you can receive at any desired time in the future.
“Uncorrelated” Asset Classes Should Be A Key Component of Your Overall Portfolio!
Structured Settlements and Life Settlements are two examples of asset classes that provide outstanding historic returns that are uncorrelated to any market condition. The return is uncorrelated to the stock market, interest rates, real estate values, the U.S. or world economy, politics, or even natural disasters. The return of your principle and the return on your principle are contractual guarantees of highly rated legal reserve life insurance companies.
Note: A brief 35 minute overview of Life Settlements can be viewed at www.greatgainswithoutmarketrisk.com. You must be an accredited investor to view this video. Please call us at 1-800-889-1841 to find out if you qualify and obtain the user id and password.
It’s Not How Much You Make That Counts; It’s How Much You (and Your Heirs) Get to Keep!
Our Team of professionals includes CPA’s, Estate Planning Attorneys, and Family Office Groups to minimize all forms of taxes for our clients and their beneficiaries. Our Team also employs a number of powerful asset protection strategies to shield our clients’ funds from predators such as lawsuits, probate, and long term care costs. |
