Our Investment Approach
The Amplio Wealth Management approach to portfolio management is a direct result of our cost-efficient, risk-aware investment philosophy and commitment to acting always in our clients’ best interests. We work to find a portfolio that will work towards your goals while minimizing unnecessary risk.
Measured Approach to Risk
We believe that risk should only be undertaken to the extent necessary to pursue our clients’ goals. For many of our clients, risk is not necessary, but instead is a preference. Our role is to provide clarity so that clients can be informed, deliberate, and intentional about the real relationship between risk and return. But, regardless of whether risk is a preference or a requirement, Amplio Wealth Mgmt advisors strive to achieve broad diversification on a global scale to reduce the volatility that is inherent in any portfolio.
We implement portfolios for each client using a multitude of sources and opportunities. We normally implement client portfolios with open-end mutual funds, closed-end mutual funds, or exchange traded funds. We also use individual stocks & bonds, strategists, and separate account managers.Lastly we may look to alternative investments not normally available to individual investors such as Private Equity, Equipment Leasing, Fund of Hedge Funds, Managed Futures, Business Development Companies, Oil and Gas Master Limited Partnerships, and Non-traded Real Estate Investment Trusts. We also utilize Structured Products when appropriate.
Sensitivity to Expenses and Taxes
Taxes are inescapable for all of our clients and are a significant consideration for many of them. Our advisors are experienced in mitigating the tax consequences of portfolio management. We exercise care in the appropriate placement of investments within taxable and tax-deferred accounts and continually monitor and review portfolios for tax opportunities.
Expenses reduce investment returns for every client. Since Amplio Wealth Mgmt has no proprietary financial interest in any strategy or investment product, we strive to select investments for our clients that combine top performance expectation with the lowest possible cost.
Transparent Fee Structure
We are independent advisors, not brokers; as a result, we do not attempt to sell products to you. We offer both fee-based accounts or commission style accounts, depending on what is best for your situation. In regards to fee-based accounts we simply charge a percentage based on the assets under management. Since our fees are based on the total assets, our incentives are aligned with your long term success. When you do well, we do well. In many cases, the fees are lower than what our clients have paid elsewhere and may even be tax deductible.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.