Our
mission at Leeward Advisors is
straightforward:
We provide exceptional service
Service, in the
investment business, means paying careful attention
to the client
-- to understand their individual objectives & risk profile,
-- to communicate with the client so that they stay as informed as they wish, and
-- to apply our time and talent towards their goals.
-- to understand their individual objectives & risk profile,
-- to communicate with the client so that they stay as informed as they wish, and
-- to apply our time and talent towards their goals.
managing long-term investments
Long-term monies are those that will generally not be
needed for 5-10 years.
There has never been a 5-year period in the markets where they have ended lower than they started. The monies need to have the opportunity to move through any down cycle and not be trapped in between.
The investment horizon is the single most important factor in accepting risk. A 5+ year horizon gives more time to take advantage of the positive variability of the markets.
Income from the portfolio may be distributed currently, and the primary purpose of the core investments is to fund a later need.
There has never been a 5-year period in the markets where they have ended lower than they started. The monies need to have the opportunity to move through any down cycle and not be trapped in between.
The investment horizon is the single most important factor in accepting risk. A 5+ year horizon gives more time to take advantage of the positive variability of the markets.
Income from the portfolio may be distributed currently, and the primary purpose of the core investments is to fund a later need.
for individuals, trusts, businesses, IRAs, and retirement plans
Including profit-sharing plans, Charitable Remainder
Trusts (CRATs & CRUTs) and occasionally a
parent's college savings fund.
by structuring diversified portfolios
A diversified portfolio is allocated across the
entire core investment universe, and will consist of
15-20 institutional mutual funds representing all US
stock sectors, foreign stocks and US bonds.
of institutional mutual funds
There are no front, back, trailing or other sales
charges (loads) associated with any of the funds
chosen for our clients, period. There are no sales
commissions associated with buying or selling any of
the funds, period. The only reason that we buy or
sell a fund is because it is in the best interest of
the client's investment objectives.
to meet the client's individual investment objectives
Each investor has a unique set of financial
experiences and expectations, and it is our job to
understand those and to manage accordingly. If we
don't listen and understand the client's needs and
feelings, we cannot serve their objectives.
with the utmost ethical standards.
Which means taking our
fiduciary role very, very seriously. We will never,
ever, do anything that is not first in the best
interests of our client, period.
I have built my CPA reputation with the highest integrity and I continue the same standards in investment management.
I have built my CPA reputation with the highest integrity and I continue the same standards in investment management.
Please click on each line above for an expansion of that element of our mission.
