WHO WE ARE
Empyrion Wealth Management™ was founded in 1989 on a clear vision of investment excellence, the highest standard of accountability, and world-class client service. We believe that integrity can’t be bought, and that trust must be earned, every single day.
Drawing from the deep reservoir of expertise of our team, we combine proven academic portfolio design with a thorough understanding of your values and goals to create a personal investment plan that helps you achieve financial stability and peace of mind. To each client, we bring skillful investment management grounded in a foundation of authentic concern for you and your money.
HOW WE WORK
Empyrion Wealth Management™ believes that quantitative analysis plus qualitative research equals enlightened wealth. We offer a powerful combination of mathematical reasoning and emotional understanding.
Our passion is helping our clients to make wise and informed choices with their money. Because every investor has distinct values and goals, we begin our work by conducting a comprehensive initial assessment of each client’s current financial situation and future aspirations. Using this information, we perform a quantitative analysis that enables us to determine required rates of return and to anticipate risk levels. From there, we design strategies that will optimize and diversify the portfolio in order to achieve the client’s goals.
Once these strategies have been implemented, we closely monitor and measure the performance of the portfolio to ensure that it remains true to the client’s long-term goals. We meet with each client on a regular basis to report on their portfolio’s performance, make any adjustments as needed and to answer any questions that arise.
Through this close contact, we are able to keep each client on the path to reap the rewards that a scientific, disciplined and long-term approach can deliver.
OUR INVESTMENT PHILOSOPHY
We believe that money should simply be a tool -- a means to achieve the peace of mind and quality of life you deserve. With this in mind, we apply investment management techniques that have been shown over time to optimize returns while minimizing risk.
We base all our portfolio recommendations on multi-class investing, which has over 30 years of proven performance in the market place. We do not pick individual stocks. Rather, we implement investing strategies that emphasize asset class allocation and minimum trading. The result is a portfolio that aims for a solid long-term rate of return while minimizing expenses and taxes.
Our goal is not to beat the market, but to achieve a healthy rate of return that allows our clients to achieve their financial dreams without exposing them to unreasonable risk. By using investment management strategies that have been extensively researched and refined to work in both good times and bad, our clients can rest easy, knowing their portfolio has been specifically designed to withstand the day-to-day and year-to-year fluctuations in the market.
We work only with clients for whom we can add
significant value and make a real and lasting difference in realizing their financial goals. In most cases, our clients are retired, about to retire, or widowed. In all cases, our clients seek to protect and grow their assets. In order to provide a high level of personalized attention to each person, we work with a limited number of clients. And because we specialize in meeting the very specific needs of ultra wealthy clients, our typical client has a net worth of ten million dollars or more.
Empyrion Wealth Management™ is a fee only firm, so our success is tied directly to the success of our clients’ portfolios, and not to the sale of any product. Our fee is calculated as a percentage of the assets we manage.