Managing Your Personal Economy
Transparent. Disciplined. Informed.
Serving clients who want transparency and results, Applied Capital brings a fresh perspective to financial advice and investment management. We help our clients organize their finances by connecting them to everything they own, owe, earn, and spend. Those four areas of your finances make up your Personal Economy. Only after understanding the complete financial picture can we make comprehensive recommendations and help you manage your Personal Economy.
Organizing your money and creating a seamless financial plan is the first step, but then what? Do you simply continue your life because you have reached the fiscal status quo? So you know the WHAT. Do you know the HOW and the WHY? Most investors settle for the average instead of building a personal conviction by becoming informed. Unfortunately average isn't good, and it's far from great. When it comes to financial decisions, the crowd loses more than they win. Let your Financial Advisor answer the questions everyone should be asking. How should we build an investment portfolio? What drives returns? What do we get in return for taking (or not taking) measured risk? Are we investing and taking risk like a gambler or casino?
Knowledge is having the right answer. Intelligence is asking the right question. Knowing where you stand is important, but knowing why you stand there is empowering.
Visit one of Applied Capital’s 3 offices or schedule a conversation with one of our 7 financial advisors to understand how we help our clients become better investors.