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Portfolio Design

Estate Planning Portfolio

One of the most important steps in offering Estate Planning service, is an independent customer review and feedback interview. Gray Financial Capital's financial advisors gather all information on existing financial strategies including investments, retirement pensions, savings, and other liabilities and assets.

The information gathered will be used to analyze risk aversion and equity asset goals and will help form the structural foundation of the recommendations that will follow. It is essential that it is carried out early and as thoroughly as possible.

At Gray Financial Capital our investment philosophy is founded upon a disciplined, structured and risk adverse approach to portfolio design. We are able to protect our clients’ capital while increasing their net wealth through a macro-economic approach to investing that is highly asset driven. Every macro-economic indicator is analyzed, including the key factors such as; individual financial sector growth, interest rates, economic sectors, and even Geo-political factors are considered before any long-term plan is implemented.

Following this procedure our advisors allocate assets that reflect the client’s risk aversion, growth expectations and the overall economic outlook. Your advisor will always take into consideration economic cycles and analyze expected revenues to prevail over the term of the investment.

Relying on a proven formula to investment success, we;

  • Develop a well diversified portfolio that minimizes risk while compounding long-term growth potential.

  • Assist clients determine their most favorable asset allotment.

  • Find the perfect blend of equity investments that give the best possible return on their initial investment.

  • Constantly monitor real time results and reallocate assets for maximum success in the long term.

Gray Financial Capital sets great importance in the need for malleability when devising a client's portfolio. It is imperative that the portfolio can be diversified as a client’s life circumstances evolve and adapt to meet life’s challenges. It is important that their portfolio does not unnecessarily tie up capital that might be needed for the financing of a business venture or purchase of a property. It is important that clients be as realistic and open minded as is possible when providing this wealth of information.

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