Our philosophy is different.
The reality is we no longer have the same economic drivers that delivered a 25-year bull market as we saw from 1982-2007. During those years, many investors were advised to buy and hold a diversified portfolio of stocks, bonds and mutual funds. In large part, the plan worked quite well. However, the “Buy and Hold” approach is subject to the massive swings of the market as witnessed in 2008. Times are changing and more options are available today providing an opportunity for many investors to consider a modern approach to investing.
THE MPACT DIFFERENCE
One Team. One Approach.
We combine multiple strategies into one portfolio that can allow an investor the opportunity to capture market upside while sumultaneously managing the risk on the downside.
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Independent
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Boutique
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Comprehensive
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Collaborative
How can an investor overcome the
challenges of investing?
Our portfolios are designed to give investors a multifaceted, cutting edge approach to wealth management through a combination of these elements. Click below to learn more about each element.
CAPTIALIZE IN RISING MARKETS
Create an investment plan designed to capture most of the upside of the market. This helps satisfy the greed factor.
REDUCE EXPOSURE TO EXTREME MARKET CONDITIONS
Even the most sophisticated and intelligent investors are susceptible to emotional decisions when faced with extreme market conditions. Our portfolio is designed for investors to maintain a middle-ground where there is less temptation and less emotion. This helps provide more consistency.
MITIGATE RISK IN DECLINING MARKETS
Develop a strategy that helps minimize downside exposure in the portfolio. This helps reduce the fear factor.
ADD NON-CORRELATED ASSETS
Incorporate a component that can help maintain stability in ever-changing markets.
Becoming a client.
01
Identity
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Invest
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Schedule
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Plan
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Review
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Schedule
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Identity
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Plan
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Invest
05
Review
Dallas, TX
12222 Merit Drive, Suite 1180Dallas, TX 75251