Mission Statement

Advanced Portfolio Design, LLC is a wealth planning firm dedicated to providing superior service and intelligent, cost-effective financial strategies for current and future high net worth individuals and families. Our goal is to be recognized as an authority for Asset Allocation Planning and Retirement Planning.

About Us

Advanced Portfolio Design, LLC is a specialty firm focused on applying leading edge asset allocation planning and high quality investment selection processes with special consideration given to constantly changing tax issues, and the changing cash flow needs of each client. We work primarily with people whose investment portfolios have reached a “critical mass” where mistakes or lack of proper attention are unacceptable.

We also help our clients handle difficult or complex financial decisions around the main areas of financial planning. We help people make decisions regarding their entire wealth circumstances, not just their stocks, bonds and bank accounts. We help them to grow their assets, control their risks, and avoid costly and unnecessary expenses.

How Are We Different?

  • We are fee only, we are fiduciaries—we do not represent financial or insurance companies, we work only for our clients’ best interest.
  • We take the time to listen to you, get to know your needs, and help you learn more about the financial issues that are important to you.
  • We provide custom portfolio design which integrates your entire financial situation. We also integrate your financial sophistication level, risk tolerance and investment style preferences.
  • We provide quarterly performance reports and quarterly asset allocation reviews.
  • For our Wealth Planning clients we provide an online data aggregation service which allows you to view your entire financial situation on one page, on any given day.
  • We go the extra mile to explore sophisticated tax and investment strategies that may help you do better.