Wealth Management
At Elephant Corner Financial we believe that everyone has different goals, desires and purposes for their investments. For some, their focus is growing their nest egg to support their goals, such as retirement, education, business treasury or reserves, or fund legacy. For others, they want to align their values to their investments and contribute to socially and ethicaly responsible companies. Some call this goal investing, retirement investing, value-based investing, socially responsible investing (SRI), ESG investing (ethical, social, and governance based).
We call it your portfolio!
We believe in supporting all our clients in reaching their goals and providing the investment solutions that fit those. Our role is to be a thought partner to execute on your behalf and provide portfolio management services that consider your personal goals and values.
We don't believe that one size fits all. We also don't believe in starting with investment management without building a financial plan.
At Elephant Corner Financial, we believe that:
One size does not fit all, so we tailor solutions to you.
Everyone is entitled to their values and for those that want to align their values to investing, we help make it happen.
Investing without financial planning or understanding who you are and what you want doesn't make sense to us. As such, every client starts with a financial plan and evey wealth management clients gets ongoing financial planning in addition to wealth management.
Everyone starts somewhere. As such, we do not have investment minimums; we meet people where they are, and help them reach their destination.
You have the ultimate say. While we'll make recommendations and even explain our reasons behind it, going as deeply into the weeds as you'd like, ultimately it's your money and you get the final say in what happens to it.
Out beliefs and biases are our own, and whenever possible, we will share those with you without imposing them upon you.
Our commitment is to offer all-encompassing support and guidance, addressing every facet of your financial landscape. This holistic, integrative approach makes it simpler for you to achieve both immediate and long-term financial objectives.
We are your partner, standing proudly in your corner and supporting you through life's many opportunities and challenges to ensure your financial peace of mind every step of the way.
Yes, we said the last two on the financial planning page, but we so deeply believe in it, that it's worth saying twice!
What Makes Us Different?
Our Investment Philosophy
We believe markets work and are overall efficient. Over time, no single person consistently outsmarts the combined knowledge of millions investors worldwide, so we don't try to. Instead, we build porfolios grounded in decades of academic research, leaning on experienced team of professionals who turn this research into disciplined, rules-based structures.
Our focus is to control what we can. That means taking emotion out, paying attention to taxes, being globaly diversified, low-cost, and long-term time horizons. We pay attention to asset correlation, balancing different sources of risk and return and utilize tilts whenever it makes sense, with ultimate goal to achive long-term returns that support your investment goals.
We view our wealth management as an on-going, long-term relationship that is focused well beyond mere investing. This means we conduct regular reviews of not only investments but also the comprehensive financial plan: rules-based rebalancing (when absolutely necessary), and regular meetings where we review all aspects of your ever-evolving financial life.
Money is like soap, the more you touch it, the less you have!
Eduardo Repetto, CIO Avantis
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