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Technology enables us to keep your portfolio responsive to micro and macro-economic conditions
We believe that technology is key to delivering solutions that are highly specific to each client’s’ financial landscape and goals. getting a full picture of assets and liabilities and investments working together.
Running scenarios of changes to your portfolio allocations allows us to see the ripple effects of changes in strategy we consider for you before we make any moves in your portfolio.
Before we can come up with a plan, we need to understand what we are working with. The Asset Map takes you step by step through all your assets, even some you never considered as part of your financial landscape. Your liabilities get examined as well; you may discover some can actually be assets when expertly managed.
When it comes to financial planning, do you know what the difference is between your needs, wants and wishes? What category do each of your goals fall into? Money Guide Pro walks you through that decision-making process and facilitates those hard conversations you will need to have with your loved ones and yourself.
Financial advisory is not about investing with gut feelings. It is about evaluating risk against timelines, and desired cashflow. Nitrogen laying out and aligning your risk tolerance and the risk profile of your portfolio.
Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors360, Advisors360 & Western Financial.
Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance, whether actual or tested, is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.
The companies listed on the website including Schwab, Interactive Brokers, Envestnet, Asset-Map, Money Guide Pro, Nitrogen, Elements, Capital Advisors360, Quantifiable Edges LLC, and Heritage Capital LLC are separate and unaffiliated firms that are not responsible for each other’s services or policies. The listed firms do not endorse or recommend any advisor, and the use of their logos does not represent the endorsement or recommendation of any advisor. The trademarks above are the property of their respective owners.