Lifestyle Investing

Defined by alternative investment opportunities that enhance one’s lifestyle, quality of life and balance through alignment with personal passions and enhanced financial independence. Lifestyle A way of living intentionally designed to enhance a way of life; financial opportunities are subsequently created to support this lifestyle. Quality of Life and Balance Improved when the things we touch positively effect others. Balance is achieved when your time is allocated in a myriad of ways. A Lifestyle Investment Model enhances and balances through service to: • Family • Employees and their Families • Investors • Partners • Communities you are passionate about • Philanthropy in the communities where you live, work and play Passions and Interests Investments made in assets you care about and are passionate about clarify the vision needed to see opportunity where others do not. You innately understand what makes them important and valuable to their customers and you inherently grasp how their offering can be improved. Lifestyle Return The tangible benefit of regular, predictable cash flow through multiple revenue streams; the intangible benefit received from investing in opportunities that align with interests and enhance quality of life and personal balance.  

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Investment Philosophy<span></span>
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<span>"Action is the foundational key to success." <br><br><b>Pablo Picasso</b></span><span></span>
<span>"The earth has music for those who listen." <br><br><b>William Shakespeare</b></span><span></span>