At Addison Capital, we work closely with you to tailor a comprehensive approach to your personal and family wealth goals and needs. To ensure that all areas of your financial universe are working in unison, we streamline the financial process bringing together tax planning, investment management, risk management and estate planning. Our personalized approach and wide range of expertise allow us to develop a unique and cohesive wealth plan. Let us manage, grow and preserve your wealth; not only for your lifetime, but for generations to come.
Manage Assets
- Customized portfolio construction
- Third-party and proprietary investment managers
- Active and index strategies
- Alternative investments
Manage Risk
- Asset diversification
- Solutions for single-stock concentration
- Hedging strategies
- Stock option planning
Reduce Tax Liability
- Tax sensitive investing
- Tax loss harvesting
- Investment vehicle selection