Wealth Management

Wealth Management

Is your money working for you, or is your money working for a bank? Far too often businesses carry large balances in non-performing accounts or low interest return savings accounts. Business owners will enjoy advice and guidance to coordinate their personal and professional financially related needs. 

Let the experts advise your company though complex decisions regarding financial management tools.

Wealth Management & Investments

"The greatest good you can do for another is not just to share your riches but to reveal to him his own." ~ Benjamin Disraeli
My Headquarters Pro, LLC has teamed up with Hyde Park Wealth Management to offer welath management tools and services to My HQ Pro clients. They are a boutique wealth management firm specializing in asset management and financial planning created by financial advisors from a large, Wall Street-based brokerage firm who, after nearly two decades, determined to make a change. They decided to focus on quality over quantity to ensure that the clients’ goals came first, and to work with like-minded business owners and executives who strive for success without losing sight of the core principals of family, friendships and learning.

Philosophy

"Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat." ~ Sun Tzu

Tactics change. Strategies remain. My Headquarters Pro, LLC has teamed up with Hyde Park Wealth Management to offer welath management tools and services to My HQ Pro clients. Hyde Park works with clients to create asset management and financial planning strategies capable of achieving their personal long-term objectives. Having established their strategies, they execute specific tactics they believe will most effectively move clients toward their goals. Their endeavor to attain calibrated, risk-adjusted returns over market cycles, outperforming blended benchmarks while incurring less risk. They believe that over 90 percent of portfolio returns result from the asset classes in which they invest. So, they seek to get ahead of the curve by determining those asset classes which will be in or out of favor given current macroeconomic and geopolitical circumstances. They then deploy investment capital to targeted assets classes possessing favorable economic and geopolitical characteristics, as well as complimentary degrees of correlation. This enables them to more effectively attain risk-adjusted returns over a market cycle, outperforming blended benchmarks while incurring less risk.

Asset Management

"Strive not to be a success, but rather to be of value." ~ Albert Einstein

My Headquarters Pro, LLC has teamed up with Hyde Park Wealth Management to offer welath management tools and services to My HQ Pro clients. In translating Hyde Park's philosophy into strategy, they utilize their Core + Alpha Discipline. Each investor is unique, however all share certain traits. Those traits manifest themselves in core asset classes represented in most portfolios. Core investments are those that are planed to own for a market cycle or longer, for example domestic equities, government and corporate fixed income & cash.

Following that, investors become as unique as they are individuals. Each client has a personalized, Alpha facet to his or her portfolio designed to customize the portfolio to meet individual objectives. Alpha investments are short- and mid-term, opportunistic positions meant to leverage a current trend or circumstance in order to enhance returns or lower volatility. Hyde Park places a premium on those investments with a low R-Squared (correlation to the market indices) so that client portfolios have an opportunity to move independently of the equity and bond market indices. Alpha investments may be held for six months, a year, or more. Efforts to achieve proper risk-adjusted returns dictate that Hyde Park stays on top of the news, and distill that knowledge into portfolio management efforts.

Every day headlines change. The marketplace responds. A flexible, objective methodology enables client portfolios to adapt to these changing conditions.

Corporate Retirement Planning

"Create a definite plan for carrying out your desire and begin at once, whether you’re ready or not, to put this plan into action." ~ Napoleon Hill

My Headquarters Pro, LLC has teamed up with Hyde Park Wealth Management to offer welath management tools and services to My HQ Pro clients. Hyde Park assists business owners and their employees in the creation and management of a variety of retirement plans, including:

  • Profit Sharing Plans
  • 401(k) Plans
  • 403(b) Plans
  • SEP Plans
  • Simple IRA Plans
  • Cash Balance Defined Benefit Plans

Following an evaluation of your company’s goals and priorities, they'll work with the trustees in determining which platform will be most effective for the participants and fiduciaries alike. They can work with existing TPAs, or can recommend an administrator that fits your goals.

Retirement Planning

Every journey requires a map. My Headquarters Pro, LLC has teamed up with Hyde Park Wealth Management to offer welath management tools and services to My HQ Pro clients. Hyde Park's Personal Financial Consultation (PFC) Process helps to ensure clients that their journey will lead to a desired destination.

Hyde Park's PFC Process includes the following:

  • Personal financial inventory. This includes the itemization and establishment of assets, liabilities, time frames, risk tolerance, personal and family values and objectives.
  • Personal financial analysis. This involves the completion of a comprehensive diagnosis of where a client stands against his long-term objectives, and what need be done to ensure the continuing progress towards those objectives.
  • Personal financial consultation. This entails the presentation of their findings. Where do you stand in light of your goals? What need be done, short- and long-term, to ensure a smooth journey and easy transition into retirement? From where will you most effectively derive income? What are the tax ramifications of doing so?
  • Implementation - Now that your strategy is set, they put the tactics in place and move forward.
  • Evaluation - Includes the regular review of your progress, as well as the regular communication of these observations, including periodic tactical recommendations.

Risk Management & Insurance

My Headquarters Pro, LLC has teamed up with Hyde Park Wealth Management to offer welath management tools and services to My HQ Pro clients. Hyde Park provides clients with the means to protect themselves, their families and their businesses from life’s unforeseen risks. We can never be certain of what tomorrow may bring. If something happened to you, have you properly provided for your family moving forward? Income? College expenses? Mortgage payments? What about your business? Do you have a succession plan in place? Key Man Insurance policies? Will your family be able to pay the taxes on your estate without selling the business and other vital interests?

Regardless of your risk management needs, Hyde Park provide a variety of services and products to accommodate your objectives, including:

  • Term Life Insurance
  • Whole and Universal Life Insurance
  • Key Man Insurance
  • Fixed and Variable Annuities
  • Long-Term Care
  • Disability Insurance

The Wealth Management Department has the technology to allow you, your HQ Pro and Wealth Manager Advisor to simultaneously view all of your business’s On-Line Banking Checking, Savings, Money Market, Insurance, Investments, Retirement, etc. etc. etc. account balances on a single web page and provide a collaborative solution to your personalized services. How's that for staying “100% on the ball!”