Investment Management

Your money is the fuel that allows you to obtain and/or maintain financial independence, make sure your family is taken care of, and your bucket list gets checked off. We believe your investments should be used to help you create and enjoy a purposeful life. That's why our investment strategies are carefully crafted piece by piece from the ground up. We follow a process. And it all starts with what's important to you.

At 360 Financial, we utilize a proprietary process that integrates investment management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners. We call this Big Picture Planning. Big Picture Planning is designed to continually adjust and monitor your critical life and financial events to keep your plan on track. 

360 iQ Investment Strategies

We design our portfolios, called 360 iQ Investment Strategies, differently than other firms. Our 360 iQ Investment Strategies maintain a disciplined process that is focused on maximum diversification, minimal cost, maximum tax-efficiency, and low turnover.

Our 360 iQ Investment Strategies combine our “core” big picture macro thinking with a “satellite” relative strength/momentum process.