- Get you organized by consolidating accounts and assets to coincide with your master plan,
- Structure accounts to work together in order to provide an end benefit such as income, wealth accumulation or wealth transfer,
- Get capital working the right way for your goals,
- Mitigate taxes where possible both by structure and investment management so you keep more,
- Accommodate your spending needs,
- Simplify communications with clear concise reporting and cut down on the ocean of documents,
- Adapt strategies accordingly to life changing financial events,
- Accomplish this process with a minimal interference in your lifestyle enabling you to delegate to us.
Falcon Capital Management, Inc. for the most part works with families who have complex financial needs therefore our relationship and understanding of our clients is paramount.
Our first step for each relationship is to identify their needs and goals expressed in qualitative terms and then determine what assets are available and where.
Based upon this analysis, we then recommend reorganizing accounts and assets where necessary so as to create and manage portfolio efficiencies.
Once in place, we can implement our risk adjusted portfolio methodology. Once implemented, portfolios are reviewed periodically in accordance with changing client needs and goals. Securities are reviewed continually in accordance with changing markets from an opportunistic point of view. Clients receive reports (either quarterly or monthly) that illustrate holdings; performance reports as well tax based reports where necessary.
Our fee is based only on the assets managed and billed quarterly.
We can provide extensive financial planning if warranted. This is billed on a separate basis.
Our Services
Individualized financial investment advice focusing on wealth accumulation, wealth management and wealth transfer.
We:- get you organized
- identify goals
- implement goal driven strategies
- monitor and opportunistically maintain your wealth strategies.
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