Investing & Living Beyond The Herd
Holistic exceptionalism made easy
for busy high achievers
Investing & Living Beyond The Herd
Holistic exceptionalism made easy for busy high achievers
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What We Do
Harmonize Your Life, Your Plan & Your Invested Capital At A New Level
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Built to be the most advanced platform for your Planning, Investing & Life
· Performance psychology, because your mindset matters
· Your happiest vision is what we plan for
· With a process targeting Maximum Efficiency at all levels
Designed to save your valuable time
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Click to Reach Out for an efficiency discussion, before a Proof-by-Loss Event.
(All contacts, calls & reviews are no obligation)
How We Help
A Clear Path To Your Unique Winners Circle
Guiding you with professional insights and taking care of the details, in your transformational plan to be the best you.
Whether it's tax, education, generational passing, elite capital allocation, or wellness, it's tailored to you.
Listening to you, because, here, You Matter.
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It's designed to be the most unique,
High quality investment process,
Comfortably beyond your local broker team.
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You deserve this.
Explore.
Reach Out, Find Out More.
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Most teams lack the understanding & experience in capital placement.
I understand. It can be stressful.
However, You have a solution.
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What if, you could save time,
De-stress &
Find the quality process that you deserve?
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The Plan here is to reach your goals, Early.
The complex work is done for you.
Position Efficiency Maximization in your investment process.
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It's easy to begin:
Find your nearest statement to start with, then,
Simply say, "Take this please, and do that with it", (Yes, this is a common result).
We cover the basics, and your efficient future begins & We plan at your pace.
You're invited: Click Here to Start Your New Efficient Beginning.
WealthManagement.com WealthStack EDGE Event 2023 Guest Speaker
Celebrating the 27th year of serving clients nationally.
It doesn't make sense to hire smart people
and tell them what to do;
We hire smart people so they can tell us what to do.
-Steve Jobs,
Apple Co-Founder and former CEO
When You Start,
You go out and live your best life.
Your Process is Managed For You:
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The Portfolio First Process is a System of Investment Efficiency,
for Individuals and Institutions,
Based on Refined Data, Math, Risk Discovery & Institutional Exposure.
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In 27 years of experience, I've yet to see a process of this degree.
You get this when you join.
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All portfolio adjustments are heavily scrutinized for the highest quality standards of reinforced, data based, deep conviction decision making.
The Data Difference
Founded on Data Distillation: The quality sourcing, screening, and categorization of global business, economic, and technical data.
The Infrastructure Difference
Exceptionally fluent, experienced data interpretation is paramount and focus is on Global Economic & Technical Factors as they relate to risk identification and investment behavior for the purpose of portfolio construction and advisory.
The Process Difference
Your plan includes a tailored dynamic, multi-asset investment system, designed to be risk appropriate and opportunistic through all cycle phases with efficiencies well beyond static buy and hold.
Keeping it simple, I do this for you.
Data Focused • Critically Thought • Investing
Your visit today is greatly appreciated.
Best regards,
Patrick T Bulger
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Believer in: Math is Truth & Statistics Get Spun. Exceptional Conviction Decisions Only. Trust, Dependability, and Communication. Learning is Growing. Always be Learning, healthy living, endlessly pursuing efficiency and data. Passion for what I do is an understatement.
Talks about: Your Independence, Early to Your Goals, Know Your Data, Behavior of Invested Capital & How To Avoid a Proof-By-Loss Event.
Click, Because You Deserve This Level of Process.
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