Broker Check

8198 Jog Road, Suite 205
Boynton Beach, Florida 33472
(561) 740-1200

Frank & Sheri Bautz

Our Investment Philosophy

Investment Philosophy

Successful investment planning starts with one word – relationship.  Before we talk stocks, we develop a bond – a bond with you. Before we build your investment plan, we get to know your personal situation, your family’s needs, your goals and your dreams.

As a result of meaningful time spent together, we develop your investment policy statement.  This policy statement documents a clear understanding of your intentions to address your investment goals and objectives in light of differing market conditions. We have found that those who clearly define and commit their position to paper have a distinct advantage in weathering the inevitable fluctuations that are a reality in today’s investment marketplace.

Written Investment Policy Statement

We combine your written investment policy statement with a full range of portfolio modeling and analysis tools available on the market today. These two items drive our necessary adjustments, allocations and new vehicle implementation as they apply to your investment objectives.

Focus on managing risk

Our clients often remark that the pain of loss is greater than the euphoria of gain.  As a cornerstone to our practice, we focus heavily on risk management. Part of our risk management process is performing ongoing research and due diligence on all of our managers. In doing so, we have a qualitative and quantitative process that all our managers must meet before consideration in our portfolios. Our managers and portfolios are monitored on a daily basis.

Full transparency

Most importantly, we believe in full transparency. We believe in the concept of total return. Thus, we seek out investment vehicles with the most efficient cost to our clients.

We pride ourselves on the depth of our monitoring, research, due diligence and electronic reporting. It is this cohesive platform that helps elevate our investment management experience for our clients to an industry standard for transparency and ease of use.

Our comprehensive asset management services include portfolio development and asset allocation modeling. Clients gain access to our wide range of investment vehicles and services, including:

Stocks, Bonds, Mutual funds
Annuity Products (Fixed, Variable, Indexed)
Exchange Traded Funds (ETFs)

Real Estate Investment Trusts
Separately Managed Accounts
Institutional Money Management