Investors today face a unique set of challenges. Asset prices are high and are being supported by accomodative monetary policies. Interest rates are at or near historic lows, pushed down by the same policies.


We will highlight these challenges and propose alternative solutions in a series of papers and events. Our intent is to encourage investors to re-think their investment approach, take full advantage of existing tax laws and generate attractive levels of return primarily through income based investment strategies.

Recent Events:

Things to think about before you invest...


  • What are your investment objectives?
  • What is your timeframe?
  • Are you seeking income, gains or alpha?
  • What is your tax status?
  • Is your tax status likely to change within the timeframe of the investment?
  • How are returns treated for tax purposes?
  • Are you getting the greatest benefit from your asset location?
  • Do you have the proper asset allocation?
  • How much liquidity do you really need and what are you willing to pay for it?