LTG Capital: Financial investment solutions for individuals and families, based on strategies that are creative when appropriate, prudent at all times, and targeted precisely to each client's long-term goals
We pledge:
Focus: We pursue success based singly on your well-being, priorities, satisfaction, and wealth.
Knowledge: We continuously work to enhance your knowledge and opportunities so you can make wiser choices about your money.
Targeted Strategy: We identify and use the most effective tools for meeting your priorities. Sometimes this can involve simple solutions, but, depending on the complexity of your financial situation, we might employ highly sophisticated financial management techniques. Strategies used could range from year-end capital gain harvesting to establishing an irrevocable trust for asset management now and into the future.
Discipline: Once we choose an approach, we remain steadfastly committed to it (unless your goals change).
Integrity: We establish business relationships only with clients whose values and goals we share. We're also committed to ensuring that you understand how we generate our fees and that you believe-as we do-that our approach is superlative. Our fees are based on a percentage of assets under management, so our incentives are aligned with your priorities. Our gains only increase as your wealth does.
Value: Clients who meet certain asset minimums may receive reimbursements/fee offsets for estate plans, updates and estate attorney consultations, tax preparations, and tax attorney consultations. Our goal is to ensure that no estate or tax recommendation we make results in more costs to you or in additional financial benefit to us.
Portions of our fees are tax deductible for most of our clients, and there are never any fees or penalties for deciding to leave us. Our relationships must always be an asset, never a liability, for you.
