We always consider our clients’ family needs, personal circumstances, values, and aspirations when making recommendations. We have long-term relationships with our clients and always remain committed to adjusting their investment plans as their goals and circumstances in life evolve.
Our Core Beliefs
We seek to fully understand the needs and goals of our clients and always put their interests first. We measure our own success by our client’s success in achieving their goals in life.
We utilize the most sophisticated and innovative investment strategies that have been proven through sound research. We do not bet on popular funds, nor do we chase after high investment returns that are not maintainable in the long term.
How Can We Help?
When it comes to investment markets, many investors focus on the wrong things. They try to predict the future, act on impulse, bet on tips and hunches, and are swayed by the media. What results is a series of stressful, short-term roller coaster rides that cost the investor time, money, and more than a little peace of mind.
We help individuals and families have a better investment experience by focusing on the things that can be controlled. Along the way, we’ll help you understand the rationale behind each investment decision so you’re well-versed in the logic of our approach.
Create an investment plan to fit your goals and risk tolerance.
Diversify globally and across asset classes.
Periodically rebalance and adjust your portfolio.
Manage expenses, turnover, and taxes.
Stay disciplined through market dips and swings.
How We Measure Our Success
Your success in meeting your financial goals.
Your ability to be at ease, even in turbulent markets.
Your investment plan is just one portion of your overall financial plan. A comprehensive financial plan will also integrate your expected cash flows, investments, college savings, retirement plan, estate plan, employee benefits, insurance, social security, and taxes. Most people require the help of a trusted financial advisor in developing and assisting in the implementation of their plan.
Amicus serves as the leader of your financial team, handling the overall coordination of aspects that can affect your financial life. With your Amicus team behind you, you can feel confident about your financial future.
Our Financial Planning Services
The Amicus Process
Who We Are
Amicus (literally, “friend”; plural, amici) – an impartial adviser, often voluntary, to a court of law in a particular case.
We treat all of our clients as friends. We are here to listen to and support you throughout your financial journey. We do not impose our financial goals or our priorities onto our clients, instead, we treat your goals as our goals.
All of our advisors are held to a fiduciary standard, meaning they are required to always act in your best interest. We do not accept commission on any mutual fund or exchange-traded funds used within our clients’ investment portfolios, absolving us from an inherent conflict of interest to which most financial advisors are subject.
Our firm is made up of JDs, CPAs, CFAs, and CFP professionals – one of the most highly educated and credentialed firms in the country with over 80% of our advisors having university degrees specifically in Personal Financial Planning.