What We Do
A promise.
A process.
A program.
Realize Your Wealth™ is our brand promise – and more. It is our program. It is our continuous process. It is our unique system, one that allows you to build more wealth, and enjoy more wealth, in all aspects of your life.
Tactical Wealth
Portfolios
We have a more dynamic approach to navigating markets than the vast majority of advisors. It allows us to better manage risks and be more opportunistic. We are active and tactical as opposed to taking a passive buy and hold approach. We will go to cash. We will move a portfolio from offence to defence, based on changing market conditions. It’s a green light, yellow light, red light approach to investing.
Our Traditional Portfolios are the classic 80/20 and 60/40 equity and fixed income asset mix, but with a tactical overlay. The portfolios have a tactical range of plus or minus 20%, allowing us to better capture upside and provide enhanced downside protection.
Tactical Wealth Portfolios are the next evolution of the portfolio strategy we have been managing for our clients for years. As a result, our investors have access to tactical portfolio management at its best. We are not constrained by the traditional idea of a 60/40 or 80/20 portfolio. Where appropriate, we have the ability to go 100% cash, 100% equity and everything in between, based on risks and opportunities in the markets. All of this leads to better risk management and bottom-line results for investors.
Strategic
Wealth Plans
Most financial plans are created by plugging numbers into software. The planning we do is more akin to an in-depth strategic business plan for our clients’ lives.
Where are you now? Where do you want to be? What do we need to do to get you there? We create the completely customized, written asset map and blueprint. This takes a higher level of strategic thinking and leads our clients to their best lives.
Wealth
Coaching
Wealth coaching underpins everything we do. We go far beyond an annual meeting or golf game. We lead and educate our clients, helping them understand, for example, the behavioural aspects of finance. We help produce an outcome in your best interest that otherwise might not have been possible. We help you see the wisdom of doing what you otherwise might not have done.
The Aretec Iceberg
Portfolio
- Bottom Line Results
- Relative and Absolute Returns
- Risk Management
- Tactical Wealth Portfolios
Plan
- Asset Map
- Strategic Wealth Plan
- Financial, Retirement, Tax and Estate Planning
- Wealth Planning Strategies and Family Office Approach
Advisor
- Behavioural Finance
- Leadership, Relationship and Creativity
- Collaborative Partnership
- Wealth Coaching