How We Unlock Your Potential

Our Process

  • 1

    Discover

    • Learn about who you are & why you are interested in meeting with Antares
    • Discuss goals/objectives & tolerance for market risk
    • Ask questions & gather financial information
  • 2

    Deliver

    • Discuss Antares Investment Philosophy
    • Present & discuss your personalized Financial Review
    • Present & discuss your Investment Policy Statement including a recommended portfolio and asset allocation
    • Answer questions and make any appropriate edits to plan or portfolio
  • 3

    Engage

    • Sign appropriate paperwork for Antares & Charles Schwab to open accounts, transfer accounts, setup web access, etc.
    • Discuss & review any open items
    •  What to expect:
      • Your Personal CFO
      • Ongoing communication & service from Antares
      • Monthly statements from Schwab
      • Quarterly Report Package from Antares

Our Philosophy

We provide straightforward, unbiased financial advice to executives, business owners, professionals and retirees. Our role is to help clients make intelligent, well-informed financial decisions.

Our advice is ALWAYS in the best interest of the client. We value long-term relationships with our clients. Our low client turnover is the result of providing exceptional service while helping clients navigate the complexities of their financial lives.

  • You are unique

    • Each client’s investment portfolio and financial plan are personalized for their unique circumstances, risk profile, time horizon and goals.

      The strategies & solutions we utilize are selected specifically to address the objectives of each client.

  • Feel secure about your future

    • A holistic wealth management approach, including but not limited to cash flow, tax planning, retirement planning, risk management and estate planning, allows us to design our client’s portfolio to match their financial plan.

      We believe a globally diversified portfolio, in accordance with your tolerance for risk and financial needs, will provide the peace of mind to meet your specific objectives.

  • Focus on what is controllable

    • Rather than focus on factors that are beyond one’s control (i.e., market fluctuations), we focus on the Client’s Long-Term Plan and, in doing so, reduce the urge to invest emotionally.

      Our focus is centered on what CAN be controlled as it relates to one’s investment plan: portfolio diversification, managing expenses & turnover, tax efficiency, thinking long-term and maintaining one’s asset allocation.

      By focusing on what can be controlled, we maximize our client’s long-term success.

“We don’t have to be smarter than the rest. We have to be more disciplined than the rest.”

— Warren Buffett

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