Services
Services
ENSURING YOUR FINANCIAL WELLBEING
We know your assets are important, and we are committed to preserving and growing what’s yours. We do so by truly understanding the breadth of your financial vision. Together, we can ensure you achieve your dreams —no matter where you want to go. That’s how Our WellWorth Process can put you a step ahead.
Investments
Our investment management philosophy aims to give you the confidence that your money is well-invested — for preservation and growth — allowing you the freedom to prosper.
Investment Management
Planning That Makes Sense
Our goal in investment management is to provide you with custom-designed strategies that address your unique needs and accommodate your attitude toward risk. The Corundum Group provides a broad range of investment options to help you set and achieve your growth, income, risk management, and diversification objectives.
- Private investment portfolio managers seeking out-performance and downside protection
- Public and privately traded equity funds for diversification
- Public and privately traded fixed income assets seeking capital preservation
- Private equity offerings for appreciation
- Real estate lending and equity investments for growth, income, and inflation hedging purposes
- Proprietary direct investment platform managed internally
- Oil and gas investments for income and tax benefits
- Hedging, risk management, and income enhancement strategies utilizing appropriate options, collars, and other derivative instruments in the public and private markets
We believe investment strategies should be adapted as changing conditions warrant, but that success is born of smart strategies employed over long time periods. Moreover, we believe loss of capital is more regrettable than loss of opportunity; hence if we err, we prefer to do so on the side of conservatism.
Analysis Using Asset Allocation and Management
Setting the terms
We operate under the basic tenet that a disciplined approach to asset allocation is essential to long-term growth and mitigation of risk. Guided by this principle, the investment process at The Corundum Group begins with understanding your income needs, short and long-term growth objectives, and your emotional tolerance for risk. After addressing all questions regarding the methods necessary to achieve your goals, we can then use modern portfolio theory and computer modeling to establish a well-tailored asset allocation plan.
Publicly Traded Securities
Working with Winners
The Corundum Group’s primary approach to publicly traded markets is to utilize the expertise of professional money management firms. We undertake a thorough screening and selection from among the premier investment managers; a similar process to that used by large institutions, such as endowment funds and pension plans.
Advanced Investment Techniques
Alternatives Beyond Stocks And Bonds
We actively source alternative investments to provide an increased opportunity for return. These investments can include real estate, private equity and bank loan participations, and are often managed internally within limited liability companies.
Financial Concierge Services
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