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Investing


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Investing


We offer a style you may not be used to,
but may really like

We are active managers. We believe in owning what is going up in value and avoiding things that are going down. Sometimes that is easier said than done, but it is at the core of what we do.

We have seen way too many “efficient market models” and “institutional models” fail investors because the advisor who implemented the strategy did not understand how their clients make financial decisions under stress.

We have watched some of the biggest institutions and endowments rethink their investment policies following the market meltdowns of the dot.com era and more recently when markets collapsed in 2008-2009.

We learned long ago that all investors hate two things. They hate portfolio volatility. They hate losing money.  

We are a unique shop, offering a scarce style of management that is grounded in simple principles. We are dedicated to protecting your wealth, minimizing volatility and making money for you.

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Portfolio


Portfolio


Complete Portfolios

We are constantly monitoring our portfolios and reviewing them with our clients to make sure they perform like well oiled machines over their life expectancy.

Over the years we have developed several model portfolios that we manage internally. Each one has a different investment goal, for example “growth and rising income” or “capital preservation and fixed income”.  We often mix and match them to create a complete portfolio for clients.

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Alternative Investments


Alternative Investments


Rigorous Research

5T Wealth Management utilizes a host of strategies designed to optimize the tensions of risk, return and tax.

Depending upon client goals, these can include fund of funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns.

In its role as General Partner, 5T Wealth Management LLC, conducts rigorous research to identify investment themes and strategies appropriate for a core exposure to alternative investments.

Minimum investment is $ 1 million for Accredited Investors only.

• Bank: JP Morgan
• Legal Counsel: Ragghianti Freitas, LLP
• Auditor: KPMG, LLP
• Administrator: ALPS Fund Services

We also research and invest in a variety of alternative investments in our model portfolios including:

  • Commodities
  • Gold & Precious Metals
  • Public & Private REITS and Real Estate LP’s
  • Managed Futures
  • Master Limited Partnerships
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Retirement Accounts


Retirement Accounts


 

For Businesses

  • Profit Sharing Plans
  • Defined Benefit Plans
  • 401 (K) plans
  • SEP IRA’s
  • SIMPLE IRA

For Individuals

  • IRA’s
  • IRA Rollovers
  • Roth IRA’s