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Principled Wealth Management Doxa is a Greek word meaning "belief system or way of seeing things." That is the essence of our core values, our approach and how we apply these beliefs to structuring a financial plan. It's not just taking aim at an end result but viewing the journey in terms of discovery, overcoming obstacles and adapting to changes that are aligned with your values, needs, and dreams. As your trusted financial advisor, whether for you personally of for your business. Our goal is to develop not just a plan or place a product but to form a relationship based on values shared and understood so that a plan and the instruments implemented are in harmony with our client’s life goals.
How Doxa Advisors Supports Clients
The process of financial planning helps to clarify goals, set priorities, and implement steps to reach long-term objectives. Planning brings also helps bring order, discipline, and measurable results to the personal finances of our clients. We prepare a written, financial plan, and meet periodically with our clients to update and revise their Financial Plan.
Our clients are seeking independent, professional investment advice. The Doxa Advisors Investment Philosophy emphasizes long-term investment results. We focus on diversification and asset allocation*, performance tracking, and take into consideration income tax consequences**. Each client is served by developing an Investment Policy Statement based on his or her individual objectives and risk profile.
We are guided by the need to diversify portfolios among defined asset classes:
Our approach emphasizes planning and service -- rather than portfolio trading and transactions. We do not believe that markets can be ‘timed’ to improve performance. One of the critical values we add to portfolio management is simply the discipline to design and maintain an appropriate asset allocation through market cycles.
We act as independent insurance advisors to review your insurance programs, analyze coverage needs, and design solutions that integrate business and personal needs.
Our clients desire to transfer their wealth – before or after death – in an orderly way and at minimal tax and administrative cost. In order to conserve the value of an estate built throughout a lifetime and ensure that their wishes are carried out, Doxa Advisors works closely with our clients and their attorney to design and implement an Estate Plan to achieve these objectives.
Our Small Business clients desire to exit or transfer their business – before or after death – in an orderly way that maximizes the value they have built. Doxa Advisors works closely with our clients and their partners, such as an accountant and attorney, through a seven-step process to design and implement a Business Exit Plan.
*Neither Asset Allocation nor Diversification guarantees against loss. They are methods used to help manage investment risk. ** Doxa Advisors does not provide legal or tax advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel.
Some people believe that consultants when asked by the client what time it is reach over and look at the client’s watch and then send a bill for services rendered. Sometimes our work may appear that easy. There are times that the benefit of our expertise is that we can point out the obvious from all the noise and confusion. More often though we work through competing issues, we separate fact from fiction and we analyze the often confusing sets of numbers that represent our client’s finances and investments. The tools that should help them achieve their life goals.
The Professionals at Doxa Advisors will design and implement a well thought out customized plan that recognizes your values and helps you realize your opportunities as you progress on you journey. |
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 About Us
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How much will it cost to pay off a loan over its lifetime? How much would your monthly lease payment be? How much do you need to save each year to meet your long-term financial goals? This calculator can help you determine whether you should consider converting to a Roth IRA. February 10, 2012 @ 03:40 AM
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Investment Advisory Services offered through Investment Advisory Representatives of Doxa Advisors LLC a Federally Registered Investment Advisor. This site is published for residents of the United States only. Investment Advisor Representatives of Doxa Advisors LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Doxa Advisors LLC Compliance Department at 651-400-1101. |
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