“Setting a goal is not the main thing. It is deciding how you will go about achieving it and staying with that plan.” – Tom Landry
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Your needs. Our expertise.
Your own personal CIO. Blackhaw Wealth Management specializes exclusively in one thing: discretionary management of our clients' financial assets. That means we serve not only as your financial advisor but as your Chief Investment Officer too.
As your CIO, we will meet with you to gain a thorough understanding of your financial goals. We can then develop an informed strategic investment plan that addresses your unique circumstances, return objectives and risk tolerance. The resulting investment policy statement serves as the guiding document for managing your financial assets.
Committed to providing for our clients' financial well-being, Blackhaw adheres to the following tenets of successful portfolio management:
- Global Diversification
With an emphasis on global diversification, our client accounts will generally hold globally diverse portfolios of stocks and bonds.
- Value Orientation
Successful investment management disregards fads and hot sectors, and instead follows a contrarian approach, seeking out opportunities that other investors often overlook.
- Income Emphasis
Income matters, both for stock and bond investors, and our portfolios emphasize meaningful income-oriented investments.
- Inflation Protection
True wealth management requires that we increase the purchasing power of our clients' assets, not just their account balances. Our investments emphasize real returns.
- Tax Efficiency
Taxes, as well as transaction costs and fees, must be actively managed and minimized to every extent possible.
- Risk Management
In the end, it's the highly unexpected things that can matter most. Our portfolio management practices are influenced by a desire to understand these types of risks and actively manage our clients' investments accordingly.
- Rain or shine or tsunami
An all-weather portfolio is a critical strategy to prepare for an uncertain future and is the approach by which Blackhaw can deliver portfolios designed to provide stability and achieve your financial goals. To manage risks and provide growth, income, inflation protection, and tax efficiency, regardless of the economic environment, we integrate a wide variety of investments and strategies, including:
- Certificates of deposit and conventional treasury securities
- Agency securities
- Treasury inflation-indexed securities
- Municipal bonds
- Corporate bonds
- Foreign bonds
- Foreign currencies
- Domestic and international equities
- Master limited partnerships
- Precious metals
Ready for your own CIO? Let's get together and discuss how Blackhaw's independent financial management can serve you. Contact us to learn more.