Understanding and Control in Your Time

The Investment Mirror™ is a proprietary tool which allows our clients to control all their investment accounts on one single page. Examples of its functionality include:

• A framework for selecting a mix of equities and fixed income consistent with your life goals, risk tolerance, liquidity needs, and tax situation
• Asset allocations targets which efficiently capture full market returns across the full spectrum of global assets
• Ability to quickly "eyeball" actual investments vs. allocation targets and to identify when rebalancing is needed (other than when your broker needs a sales commission).
• Ability to quickly "eyeball" idle cash and to understand if and where you should invest it.
• An "eyeball" assessment of expected returns over various time horizons, helpful to assess appropriateness of portfolio risk levels
• A what-if function to help plan savings programs., future withdrawals, effects of higher/lower investment returns....
• A "guesstimate" of future sustainable cash withdrawals

Clearly, the Mirror gives the client a real sense of understanding and control the brokerage statements can't match.