
Nikolai Taylor
Over our 30 years in business, we have seen a profound shift in prevailing guidance.
We feel that financial planning has become too complex and we do not align with the unprecedented emphasis on equities to help achieve finite short-term, long-term, and retirement objectives. Risk solutions based on assumptions of future performance are unreliable and don't factor variable annual returns which can lead to asset erosion, even in the best of times.
We provide clarity. We seek simplicity in balance sheets using straightforward math to set realistic and resolute goals. We customize solutions designed to weather any economic environment in a comprehensive investment strategy centered around a foundation of fixed returns. And we can analyze most competing strategies over varying periods of long-term market performance history, a critical but rarely pursued step to assess plan viability.
Our rationality is what sets us apart.
Systemic Wealth Management
A comprehensive process for planning, managing, analyzing, and educating that integrates all relevant aspects of financial life and knowledge.
Daily Liquidity
Morgan Stanley's Preferred Savings Program, for qualifying cash, offers one of the most competitive alternatives available for cash reserves today.
Short-Term Horizon
For cash alternative goals with specific length of time parameters between 6 months and 5 years, we are experts at uncovering yield value premium relative to current money market rates and constructing short ladders of defined durations among the following top grade fixed income instruments:
TTMG Strategic Bond Ladder
A perpetual portfolio designed to weather varying economic conditions and deliver long-term stability, steady income, and incremental growth.
Base Structure
Mechanics