Investing is difficult and complicated work. You’ve worked hard to build your wealth and now it’s time to have your wealth work for you without taking unnecessary risk.  We have found that the key to insulating you from complexity and risk is a candid and collaborative relationship that ensures your portfolio is appropriate for your evolving goals, wants and needs. 

Our journey starts by developing a thorough understanding of your circumstances, your investment goals, your time horizon, your risk tolerance and your focus on growth, income and capital preservation.

This information is used to curate a tailored investment strategy which we communicate to you in a manner that is easy to understand, monitor and discuss. Based on our discussions and analysis we will implement your investment strategy to reflect your income needs, your liquidity requirements, your asset allocation, your investment criteria, tax efficiencies and our passion for markets, investing and helping you reach your goals.

We’ll also determine the most appropriate approach for you, using a combination of:

• Proprietary portfolios – our bespoke portfolios provide concentrated positions in quality companies that provide access to durable long-term themes, the exploitation of structural changes in industries, high quality management teams and strong fundamentals.
• Third party managers – in markets where scale is required to manufacture returns or for clients with conflict of interest issues, we select the best managers to help achieve your goals; many of these professional money managers have been David Ricciardelli’s clients for more than a decade.
• Alternatives investments – are utilized to lower volatility, further diversify portfolios, and provide additional sources of investment income.

Once we agree on an approach, we will implement and monitor your investment strategies in real time. We will also create an action plan with the intent of keeping you engaged and involved without overwhelming you with action items. We will review your portfolio with you on a regular pre-determined basis. Investing is an iterative process making follow-up and feedback critical to keep your strategy current while giving you the confidence that you will comfortably reach your goals.

See our client pledge.