Menu
Menu
When it comes to managing all wealth management needs, our team of financial planners starts with a thorough understanding of your objectives, lifestyle, liquidity needs and the nature of the legacy you wish to create for your family. As long-standing professionals in guiding clients through successful financial transitions, we will spend a great deal of time helping you understand and anticipate what you want to accomplish. Knowing where you want to go helps us plot an efficient and effective course for successfully delivering against your goals.
To learn more about our process for developing a strategy that will work for your particular situation, contact us. We will set up a working session to discuss our approach and your objectives.
The path to financial freedom is often obscured by a host of complex decisions and options. Flexibility, performance and foresight are needed to ensure a single portfolio is optimized and aligned with your particular vision for the future.
Gryphon Financial Partners combines a potent investment allocation process, financial insight and astute leadership with a selection of talented managers to create cash flow solutions for lifestyle, liquidity and personal legacy objectives.
The result: Our clients achieve uncommonly customized portfolio constructions and the confidence that comes from knowing we are watching over their wealth.
We listen and learn to gain a deep level of understanding about the financial and family priorities of our clients. We share about our process and establish a vision for the future.
Using insight about each client’s goals, their unique cash flow needs and the specific asset allocation structure to achieve it, we create an individually tailored cash flow model.
By taking a total balance sheet approach, we help our clients understand their unique investment philosophy and how it drives the asset allocation strategy we’ve designed to address their lifestyle, liquidity and legacy needs.
We function as our client’s CFO to simplify the experience as we implement our asset management strategy. We employ concierge-level support and discrete guidance throughout the life of the relationship.
As life changes and needs evolve, we will continue to meet regularly to assess our progress and maintain the alignment among the portfolio, goals and any liquidity needs that may arise.
We review and analyze various economic indicators to forecast the health of financial markets. An understanding of the trends driving these indicators allows us to position portfolios for specific financial market outcomes and risks.
Government policies can greatly impact financial markets. This may include changes in tax policy or changes in interest rates. By researching the factors and indicators driving policy, we can assess the health of the economy and forecast potential financial market outcomes.
Sentiment shows how people feel about business conditions or financial markets. We use several measures of sentiment to gauge the level of optimism or pessimism toward a specific market.
Inflation represents the general rise in the level of prices and the erosion of purchasing power over time. We closely monitor inflation for its potential impact on economic activity and interest rates.
We use an open architecture structure to form an unbiased screening for fund managers with superior performance, growth and dedication to preservation of capital.
We validate the background of the candidates against our Elements of Manager Selection criteria to examine the ability of a potential fund manager to add value through their investment process.
Our Chartered Financial Analyst® conducts personal interviews to ensure client goal compatibility, strength and sustainability of the fund manager’s philosophy, and the highest measures of personal integrity.
Outside resources enable us to perform an objective final review of each fund manager and additional details, including organizational and financial strengths, audits and background checks.
Through risk-adjusted return, the tracking of our wealth managers against peer performance and style drift, and strict adherence to ongoing professional oversight, we maintain high quality talent.
The organization and investment team are expected to be of high quality with strong business and ethical standards. The investment team should have a long track record of investing together with their interests aligned with clients.
We expect our managers to maintain a clear and consistent investment process that has been implemented in various economic environments.
We work hard to understand the risk involved with each investment. This includes understanding the potential for loss in various economic environments and the investment’s underlying exposures at any given point in time.
Performance is a key factor but it often doesn’t tell the full story. We review the historical performance of our fund managers relative to their peers and to a style benchmark. Over rolling periods, we expect that our managers should outperform on a tax and risk-adjusted basis.
We use an open architecture structure to form an unbiased screening for fund managers with superior performance, growth and dedication to preservation of capital.
We validate the background of the candidates against our Elements of Manager Selection criteria to examine the ability of a potential fund manager to add value through their investment process.
Our Chartered Financial Analyst® conducts personal interviews to ensure client goal compatibility, strength and sustainability of the fund manager’s philosophy, and the highest measures of personal integrity.
Outside resources enable us to perform an objective final review of each fund manager and additional details, including organizational and financial strengths, audits and background checks.
Through risk-adjusted return, the tracking of our wealth managers against peer performance and style drift, and strict adherence to ongoing professional oversight, we maintain high quality talent.
The organization and investment team are expected to be of high quality with strong business and ethical standards. The investment team should have a long track record of investing together with their interests aligned with clients.
We expect our managers to maintain a clear and consistent investment process that has been implemented in various economic environments.
We work hard to understand the risk involved with each investment. This includes understanding the potential for loss in various economic environments and the investment’s underlying exposures at any given point in time.
Performance is a key factor but it often doesn’t tell the full story. We review the historical performance of our fund managers relative to their peers and to a style benchmark. Over rolling periods, we expect that our managers should outperform on a tax and risk-adjusted basis.
Gryphon Financial Partners
325 John H. McConnell Blvd.
Suite 425 | Columbus, OH 43215
info@gryphonfp.com
Columbus:
614.929.2880
Cincinnati:
513.800.1720
Toledo:
419.379.3195
Connect on LinkedIn
© 2024 Gryphon Financial Partners | Innovative Wealth Management. All rights reserved.
This website uses cookies to ensure you get the best experience. Learn more