Our investment process is focused on seven primary investment principles: goals, risk, diversification, tax minimization, time, discipline and cost.
Defining client goals is the first step in the process. We must have a defined goal or set of goals to understand the end target. Once the goals have been established, we start the process of constructing a portfolio of investments that align our client’s goals with their assets.
The amount of time to retirement plays a significant role in how we build portfolios and the asset classes utilized within the portfolio. We understand market cycles and the consequences of not considering time horizon as a major component of our investment process.
Paying attention to tax strategies for your business or retirement income is important, but there is no single right strategy. Each person’s personal situation is different and preparing a tax minimization strategy for each client is detrimental to the returns of the portfolio.
Determining client’s risk tolerance is paramount to creating a portfolio that is perfectly aligned with the amount of risk a client is comfortable with. The level of risk aversion determines the field of investments and drives our analysis of suitable investments.
Diversity is the key to reducing volatility in a portfolio. With client goals and risk tolerance established, we analyze suitable investments and strategically construct a diversified portfolio that stands the test of time and gives the client peace of mind.
Our core belief is to stay disciplined when markets are volatile. We are confident in our investment selection process. Staying invested during difficult times has proven to be the best way to remain on track to meet client goals. Knee-jerk reactions to market fluctuation diminishes the returns in a portfolio. We stay the course, but closely monitor performance and make necessary adjustments when appropriate.
Understanding that fees associated with investments have an impact on returns, our mission is to search out the very best solutions for each client while keeping costs at a minimum.
To my clients and friends,
On August 1st of this year, Marriott Wealth Advisors, Inc. will celebrate twelve years of our founding. I founded the firm on the one guiding principle that we treat and celebrate each client in their own unique way. My only goal is to help our clients get the maximum enjoyment out of their retirement years.
The world is changing fast and is more financially complex given what has transpired over the last several years. I am now, more than ever, determined and focused on delivering an even better client experience in the years ahead. This determination and focus has resulted in my decision to join mFORCE Capital, LLC and partner with Sanctuary Wealth. I announce with great excitement that Marriott Wealth Advisors, Inc. will be joining the mFORCE Capital family.
mFORCE Capital is based in Ft, Worth, TX with Arkansas roots. mFORCE Capital shares the same values and goals for their clients that we here at Marriott Wealth Advisors, Inc have been providing over the last twelve years. Therefore, I believe that joining mFORCE Capital will allow Marriott Wealth Advisors to continue delivering the best experience we can for the next twelve years and beyond.
mFORCE Capital is one of more than fifty independent firms that make up the Sanctuary Wealth family. Through our partnerships, we will have comprehensive investment solutions, a vast network of resources, best-in-class technology and thought leadership and collaboration with our partner firms. The depth of resources available at mFORCE Capital and Sanctuary Wealth allows for creative and innovative solutions that will elevate my business and my clients’ experience.
I look forward to speaking with you about our new journey together.
All the best,