Investing using options creates a range of potential outcomes allowing us to generate income while simultaneously protecting against downside risks. Although not complex, using all the tools available to us to provide solutions for a variety of outcomes, is sophisticated without being complicated.
Sophisticated, not complicated
The investment process is highly influenced by the investment team’s engineering background. This mindset lends to a data-driven approach and allows us to deconstruct data and gain different perspectives on future possibilities, which leads to distinctive asset allocations. Approaching investing with this mindset helps us navigate economic uncertainties in a logical and rational manner.
Investment Team
Making sense of the sea of investment options and how they work together can be overwhelming, but that’s for us to deal with. Crafting carefully designed portfolios to meet your current and future needs is our expertise.
Portfolios
Our Investing Model
Financial Planning
Financial planning at Cirrus is comprehensive; the plan considers the big picture while also focusing in on each area of your finances. This approach to planning allows us to assist in various areas like daily expenses, savings, retirement planning, legacy planning college funding, and life insurance to craft a plan that suits your present needs while also preparing for the future.
Life happens though, and we view financial planning as a combination of an art and a science, it must be pliable yet precise at the same time.
Every season presents its own set of challenges, such as mowing the lawn in summer or dealing with freezing temperatures in winter, there are always preparations to be made. Like weatherproofing your home, our plans are proactive in anticipating known challenges and adaptable to the ever-changing realities of life. It's a continuous and dynamic process, and we serve as your trusted partner through it all.
Estate Planning
Education Savings
Medical/Medicaid
Life insurance
Legacy planning
Tax planning
Budget and cash flow planning
Portfolio Management
Much More!
Highlights of what financial planning offers:
Tailored individual wealth management, preparing you for every season.
Welcome to Cirrus Capital individual wealth management; designing custom financial plans to help you achieve your goals and dreams is our priority. Dynamic financial planning combined with an advanced investing model keeps your assets aligned to your goals through every season.