Counter-Cyclical Wealth Management
Your career is tied to the commodity cycle. Your financial future shouldn't be. We build "Safe Harbor" portfolios for executives, engineers, and resource professionals.
The Unique Risks of the Resource Sector
The "Double Down" Risk
When spot prices drop, your job security, bonus, and stock options all suffer at once. We ensure your personal savings aren't exposed to the same risk.
Complex Compensation
We navigate the tangled web of RSUs, PSUs, and Options across different vesting schedules to optimize your take-home pay.
Blackout Periods
Frustrated by insider trading windows? We help implement compliant selling strategies so you can capture value when you need it.
Site Logistics
From remote site rotations to expat assignments, we provide digital-first planning that works wherever the job takes you.
We Are Your Financial Counterbalance
Investing in the industry you understand best is intuitive. However, for resource professionals, this creates dangerous concentration risk. We believe your portfolio should act as a hedge against your career, not a mirror of it.
Because your Human Capital (your future earnings) is highly leveraged to the resource sector, your Financial Capital needs to be the diversifier.
- The Safe Harbor: We allocate your assets into the broader global economy—healthcare, tech, and consumer staples.
- Liquidity First: We ensure you have access to cash without needing to sell company stock at the bottom of a cycle.
Specialized Executive Services
Equity Comp Strategy
We model tax scenarios for exercising Non-Qualified Stock Options (NQSOs) and create "sell-to-cover" strategies for vesting RSUs to prevent tax surprises.
10b5-1 Trading Plans
For C-Suite and Directors: We assist in establishing pre-arranged trading plans that allow you to sell stock compliantly, protecting you from accusations of insider trading.
Legacy Assets
As a Fee-Based firm, we maintain the licenses to service "legacy" annuities or insurance policies you may have bought years ago, managing them without forcing a surrender.
Common Questions
"Why don't you buy mining stocks?" | "How do you handle my old annuities?" | "What about 10b5-1 plans?"
