Our mission revolves around building prudent and conservative investment portfolios tailored to each athlete's specific needs. We undertake an extensive review of return objectives, tolerance for risk, tax situations, and future capital and income requirements. We carefully and formally establish a personalized investment policy that meets the needs of each individual athlete, and continuously manage the portfolio within the parameters of the established policy. No investment management process will be satisfactory if it is not based on a thorough understanding of the unique requirements of each individual client. Our athletes are served directly by a senior officer of the firm, and we believe courteous and responsive service towards all our clients is integral to meeting their needs. Our style has provided a successful formula for asset accumulation and long term capital growth for athletes, entertainers, and other high profile individuals. As the portfolio grows in value and establishes a strong base, we can work together and add complementary styles of investing. Our program provides tax sensitive professional management at the elite level. Working with the athlete we design a customized portfolio matched to the individual and their family's needs. The Sports Group helps them achieve a balance between spending and saving so they can achieve the lifestyle they want now, as well as in the years ahead.