Professional wealth and investment management begins with a focus on risk control and mitigation. At T/R, we share Warren Buffett’s two rules of money management:

1. Don’t lose money
2. Never forget the first rule

While investing does involve risk, and no investment is guaranteed unless specifically stated, it is possible to manage a client’s portfolio risk to acceptable levels. In essence, sound investment management is our first and primary focus as financial professionals. We sometimes call it wealth enhancement.

We also realize that our clients may face certain risk factors beyond the financial markets. This is the wealth protection aspect of our business. To facilitate the process, we have an informal network of other service providers that can help our clients with issues such as liability control, taxation and estate planning, and longevity considerations, to name a few. No one can afford to have an unmitigated, open-ended financial risk in their world. We want to find those for our clients, and then identify solutions.

In today’s complex world, it is imperative that people have in place the proper wealth transfermechanisms. We help our clients understand the basics and find suitable legal counsel to develop any needed documents.

Many people choose to leave a legacy to the causes that matter to them. Once identified, we can help ensure that plans are in place to carry out one’s charitable giving wishes.

The wealth and investment management process at T/R begins with development of an Investment Policy Statement for each of our clients/families. This allows us to identify each client’s needs and tolerances as well as forming the foundation for our ongoing fiduciary relationship. Contact us today to learn how this process could work on your behalf.