Wealth Management

Our Philosophy

What sets us apart from our competitors? Our actions. We maintain the highest degree of professionalism in everything we do. We value honesty in every interaction and have earned the respect of our clients and peers by forming relationships built on trust. We believe that the way to exceed client expectations is to share knowledge and resources. This process of sharing and collaborating makes us accountable for our actions in an effort to give our clients confidence. It also allows us as financial advisors to develop customized plans that can be tracked, monitored, and adapted as necessary.

Plans and Portfolios

The great economist and author of the Invisible Hand, Adam Smith said, “If you don’t know who you are, investing is a very expensive way to find out.” We believe that a well-crafted investment plan can help us understand the risk-reward balance when creating portfolios. Caliber Wealth Management invests using the modern portfolio theory, fundamental analysis, diversification, relative strength, and market risk. The way we apply these principles is unique to our team and allows us to design portfolios for our investors’ needs. When it comes to portfolio creation, our partnerships allow us to explore a broad spectrum of investment options. And because we’re independent, we have more objectivity than similar financial firms. We believe these advantages may help you whether you’re building wealth or preserving it.

Areas of Expertise

  • Investment management
  • Financial planning
  • Retirement planning
  • Insurance analysis
  • Estate & tax planning

Our Investment Process

  1. Market Assumptions Research forms the building blocks of our portfolios—starting with real time data on how asset classes perform over time.
  2. Asset Allocation We develop custom asset allocations for each client’s given level of risk.
  3. Manager Selection We meet personally with managers to evaluate their investment styles allowing us to identify the most appropriate strategies.
  4. Portfolio Construction Each holding undergoes careful scrutiny to determine the appropriate fit in regards to risk, expenses, and liquidity.
  5. Ongoing Monitoring As markets change so do our portfolios. We consistently check to make sure we are well-positioned for the market ups and downs.