Redefining Wealth Management

Our difference lies in our extensive experience and personalized approach. Jonathan Treussard, Ph.D. brings years of experience from working with some of the largest family offices, including navigating the complexities of the Global Financial Crisis (www.treussard.com/about). This experience equips us with the sophisticated thinking needed to manage significant wealth without resorting to superfluous complexity. This is a key asset to our clients.

Our approach is valuable to you because it offers direct access to a seasoned investment professional who prioritizes your unique financial journey. We provide customized solutions that align with your personal goals, so that your investments are managed with a keen eye on tax efficiency and risk management.

We foster a collaborative environment where clarity and understanding are paramount, empowering you to make informed decisions and feel in control of your financial destiny. Our commitment to fiduciary responsibility and personalized service ensures that you are not just another portfolio, but a valued individual whose legacy and aspirations are at the heart of our strategy.

Our approach focuses on clarity, control, and customization. We simplify complex investment landscapes, ensuring transparency and alignment with your personal goals. By tailoring strategies to your unique needs, we help you achieve peace of mind and empower you to make informed financial decisions.

With over 20 years of experience (www.treussard.com/about), we emphasize a deep understanding of the mechanics of investing, including practical knowledge of financial instruments and market dynamics. This ensures informed decision-making. 

We also focus on the psychology of investing, recognizing cognitive biases and emotional factors to help clients make rational choices that align with their financial goals.

Finally, clarity on the end goal of investing is crucial. We work with clients to define their long-term goals, so that every investment decision supports their vision for wealth sustainability and legacy building.

At Treussard Capital Management, we prioritize being tax-aware in every aspect of our investment management process, from asset allocation and portfolio design to trading decisions. We meticulously assess the tax implications of various strategies, funds, and investment choices to ensure optimal outcomes.

Before making significant portfolio adjustments, we carefully consider the status of capital gains and losses. This approach allows us to align our strategies with your broader financial picture. For instance, if your business is experiencing significant gains, we aim to avoid unnecessary additional gains in your investment portfolio. Conversely, if there are opportunities for tax losses, we work diligently to realize them, providing you with greater financial flexibility.

Our commitment is to work closely with you, understanding the bigger picture of your financial life, and ensuring that our strategies support your overall financial goals.

Our approach to risk management is informed by our extensive experience, including our work with the Ziff family office during the Global Financial Crisis. This period taught us invaluable lessons in navigating complex financial landscapes and managing risk effectively.

We employ a comprehensive approach to risk management, ensuring that your portfolio aligns with your financial goals and risk tolerance. Our process begins with detailed risk profiling, where we assess your unique risk appetite and financial objectives. This helps us tailor a strategy that suits your individual needs. 

We review and adjust risk targets over time, taking into account changes in your personal circumstances and market conditions. This dynamic approach allows us to remain forward-thinking and responsive to evolving needs, ensuring that your portfolio remains aligned with your long-term objectives.

We begin by truly listening to you, delving into what genuinely matters in your financial journey. This understanding allows us to craft your unique "why" or investment purpose, serving as the foundation for all our strategies. Our approach includes comprehensive risk assessments, which guide our portfolio management decisions, ensuring they are forward-thinking and aligned with your evolving needs.

At Treussard Capital Management, we maintain a high-bandwidth relationship with our clients, ensuring you are informed and empowered at every step of your financial journey. We regularly communicate about your portfolio and involve you at every critical junction, providing clarity and understanding.

Our sole compensation comes directly from our clients. We do not sell products, or receive payment from investment fund providers, which means we know exactly who we work for—our clients. This approach ensures that you are the client, not the product. Our commitment is to serve your best interests, providing personalized and unbiased financial advice that aligns with your unique needs and aspirations. That's what it means to truly be a fiduciary.

Financial advice represents the pinnacle of our services at Treussard Capital Management. It involves becoming your sounding board and resource for all financial decisions in your life. Whether you're contemplating personal decisions like selling a home or navigating business-related considerations, we are here to support you. In this role, you are the CEO of your life, and we aim to be one of your closest advisors and personal CFO. However, we understand that earning your trust is essential to becoming part of your inner circle of advisors.

Wealth management encompasses integrating various financial services to manage your wealth effectively. It involves investment management, tax planning, looking after estate considerations, and more, all tailored to align with your financial goals and life aspirations. Wealth management is about providing clarity and control over your financial destiny, ensuring that your investments are aligned with your purpose and intentions.