WHAT WE DOOur team of skilled advisors become a comprehensive and most trusted financial resource. We give a responsive and non-biased view and always conduct ourselves with open and honest communication. Commons Capital Advisors adopts a holistic planning approach by analyzing current balance sheets and cash flows within the context of a clients overall financial goals and objectives. We proactively spearhead planning discussions and facilitate implementation and monitoring, in coordination with other advisors, such as attorneys and accountants. It is important that we review client income taxes, retirement income providing a sustainable lifestyle, personal and employer driven plans, estate and gift tax and transfer strategies and risk management, including life, disability, long-term care and liability insurance.
What we don’t do is put you into a box. Each client’s time horizon, tolerance for risk and objectives are different. As partners in the growth and protection of your wealth, we bring together the disciplines, perspectives and skills needed to support our philosophy: to always put your interests first. We do that by creating a long-term solution focused on counseling, guiding, planning and managing your wealth. At Commons Capital Advisors, your customized wealth management solution is centered on you.
Your CCA team consists of highly experienced, highly skilled financial advisors and supported by specialists and associates in wealth strategies, portfolio management, client service, compliance and operations/administration. Your wealth management plan will be tailored to you, but has at its foundation a set of best practices common across our client relationships.
This comprehensive approach integrates our four strategies:
We will align your personal, family and business goals and objectives with your wealth plan.
IDENTIFYING GOALS & OBJECTIVES
We will create a portfolio to help grow and protect your wealth.
We will assist in your succession planning by coordinating multi-generational wealth transfer and philanthropic goals.
We will provide timely updates on your performance, the economy, investment and planning opportunities and regulatory changes.
RESOURCES & LINKS
How We Manage Individual Stocks
FIXED INCOME PHILOSOPHY
How We Preserve Wealth With Bonds
INTERNATIONAL EQUITY PHILOSOPHY
How We Manage Your Global Exposure
ALTERNATIVE INVESTMENTS PHILOSOPHY
How We Manage Alternatives
REVIEW & SELL DISCIPLINES
How We Monitor Your Investments