November 14, 2015

Goals

What matters to you drives Weatherhelm.

  • Lifestyle Income
  • Education Funding
  • Health Care
  • Legacy Plan
  • Charitable Alms

Our experience in liability-driven investment allows us to quantify your goals into future cash-flows and calculate their duration and present value.

Having defined where you wish to go, we take an inventory of your current assets and liabilities and create a customized net-worth statement.  The nexus between what you have, and what you will need dictates the construction of your portfolio, not an arbitrary asset allocation decided by some unknown investment committee.

dr-plot

The result is as logical as it is simple: where you are and where you are going determines how you will get there – your course- which, translated into a portfolio, takes the minimum necessary risks to attain your stated goals.