Investment Management

Sailboaters don’t try to outsmart the wind: They know that its power, properly harnessed, will carry them to their destination. At Phase Two Capital, we use the power of the markets to help our clients reach their financial goals safely and surely.

Customization

Before investing a dollar of our clients’ money, we help them to pinpoint and quantify their long-term financial goals. That information, along with each client’s unique time horizon and comfort level with risk, allows us to custom-tailor investment portfolios.

Science, Not Hunches

Capital markets work. And the science of capital markets allows investors to benefit from their success. Using a time-tested investment approach built on the work of Nobel-Prize laureates, we design portfolios to achieve our clients’ goals with the smallest possible degree of risk.

Properly diversified portfolios feature a balance of asset classes in order to mitigate losses while capturing as much growth as possible. While we may not capture every percentage point of return during bull markets, we also seek to avoid the full extent of losses in bear markets. Our aim: superior risk-adjusted results over the long term.

Phase Two Capital’s long-term approach helps our clients to sleep well during volatile markets. After all, market dips don’t lead to realized losses unless investors panic and make poor decisions. Carefully designed portfolios make it easier to stay disciplined and stay on track to succeed.

Plugging Leaks

Asset management companies like to tout their impressive performance gains. At Phase Two Capital, we’re more concerned with how much our clients walk away with after deducting fees and taxes. Accordingly, we favor low-cost, high-quality investments. And we minimize taxes both in how we manage investments and how we advise clients to locate and withdraw their assets.

Is our approach to investing exciting? Absolutely not. We’re more concerned with investing successfully. In the words of Paul Samuelson, the late Nobel-laureate economist: “Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.”