Philosophy
Independent Advice
We are employee owned and client focused. Our relationship with our clients is simple and well-defined. We do not earn commissions on any financial products and the vast majority of our client relationships are structured as an annual fee based on assets under management (AUM). We have no compensation arrangements with any third parties such as asset management firms, insurance companies, attorneys, or tax professionals. Our only incentive is to build long-term relationships with our clients through exceptional client service, financial planning, and investment management.
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Accessible, Personalized Approach
We believe that communication and accessibility are essential to the relationship we build with our clients. Clients receive personalized advice that leverages a complete understanding of their financial situation, short-term goals, long-term goals, and risk tolerance.
Experience
All of 1620's key investment professionals have extensive experience in the investment industry. Each professional's work history includes day-to-day responsibility for hands-on investment decision-making, including asset allocation, investment strategy, portfolio management, and security and mutual fund analysis. In addition to an average of over twenty years of investment experience, our professionals' credentials include advanced degrees and relevant professional designations.
Disciplined Investment Management
Successful portfolio construction begins with well-defined goals. We work with each client to identify their needs and expectations in order to construct a portfolio that is optimized for their unique situation. We apply a consistent approach across all client portfolios, regardless of size. Our investment philosophy is grounded in a valuation-conscious, risk-managed, long-term oriented approach. We mitigate risk through the diversification of portfolios across asset classes, geographies, sectors/industries, and drivers of returns. Just as our advice is independent, so is our investment management process. Client portfolios are constructed in-house and not outsourced to third-party models. Our usage of mutual funds, ETFs, individual securities, and other investment vehicles is determined by assessing each clients’ unique needs, goals, and tax-considerations.