Why the Dominion Program?
High net worth families have more sophisticated needs along with bigger tax and planning requirements. They want to be closer to their money, have personal service, and they understand the delegation of duty. This requires an approach that is customized and a portfolio that is personalized just for them.
What is it?
The Dominion Program takes investing to a whole new level, by providing your family with direct access to your own personal Investment Counselor, Financial Security Advisor and Administrative contact. This is not about stocks or the stock market. This is about investing in superior businesses and being a business owner. You own the business; the Investment Counselor analyzes a business opportunity and facilitates the purchase.
Why do we need an Investment Counselor?
An Investment Counselor provides the skills needed to properly analyze business opportunities. Investment Counselors have a fiduciary duty to provide analysis that is unbiased, and decision making that is clearly to the benefit of those that have hired them. They are free from conflicts of interest because they are not paid commissions, nor do they receive other forms of compensation based on what is purchased. Investment Counselors are accountable directly to you. The fees you pay are based on the size of the portfolio being invested. This ties your Investment Counselors to the same goal you have, which is to increase the size of your portfolio.
Your Investment Counselor will analyze various investment opportunities that have a history of profitability, generate high levels of excess cash flow, and can be purchased at an attractive price.
What Differentiates the Dominion Program?
- Personal Investment Counselor
- Personal Financial Security Advisor
- Personal Administrative Contact
- Annual family review
- Annual tax review with accountant and lawyer
- Semi-annual portfolio overview with projections
- Quarterly statements from custodian and counselor
- Quarterly webinar
- Personal Annual review
- Weekly risk management email
- Weekly economic email