MYeCFO is a full-service financial advisor. Our clients are professionals, entrepreneurs, and executives who seek a comprehensive approach to managing wealth.
We help clients design, build, and monitor complex investment portfolios.
We help clients understand and manage tax exposures.
We help clients manage, grow, and protect wealth.
Each of our clients is unique and requires a highly customized suite of solutions. Our engagements involve a deep understanding of client needs and alignment of recommendations with client goals, priorities, and risk tolerances. A summarized view of our process is provided on the right.
We believe that wealth can be achieved faster when clients minimize investment-related expenses, manage their overall tax liabilities, and institute a comprehensive approach to managing wealth.
Over the long-term, publicly traded markets are efficient. Over the short-term, contrarian opportunities exist
Significant value can be added by continuously integrating tax strategy with investment management
Strategy is important. Execution is critical
Most investment portfolios can be built with low-cost index funds, ETFs, and other passive products
There is universal relationship between risk and reward