Our Selective Investment Process begins with understanding your risk preference and financial goals. From there, we will craft a personalized investment allocation designed to help you achieve these goals over time. Regardless of your personalized asset allocation, our management fee is the same, allowing us to provide equitable and honest fiduciary advice.
We seek to preserve capital that’s needed in the short-term while investing the remainder in a way that will grow your wealth over time in accordance with your risk preference. When clients initially join us, we often begin with investing in securities that are low cost, transparent, tax-efficient, and unlevered, passing our Selective Investment Process. These investments are focused on safety, consistency, and performance to help achieve your financial goals.
Selective’s minimum investment requirement for new clients is $1,000,000.
Making Your Tax Bracket Work