My 360 Wealth Management Group

What is Financial Life Management

Our Strategic Partners

United Capital Finlife
LPL Financial
TD Ameritrade
Charles Schwab
Fidelity

Our Broker/Dealer

#1 Independent Broker Dealer
#1 in Net Customer Loyalty
$659 Billion in assets served
$292 Billion in advisory assets
4,005 LPL Employees
*See disclosure below for more information

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Our Portfolios

Customized Equity & Bond SMAs
DFA
Goldman Sachs
JP Morgan
BlackRock
Vanguard

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*LPL Financial is the #1 independent broker/dealer as reported by Financial Planning magazine, June 1996-2018, based on total revenue. #1 in Net Customer Loyalty among 24 leading financial distributor firms, according to findings from Investor Brandscape®, a Cogent Reports™ study released by Market Strategies International. Approximately $659 billion in advisory and brokerage assets served, $292 billion in advisory assets and 4,005 LPL employees as of June 30th, 2018.

Why Us

Holistic Financial Life Management
Investment Fiduciaries, AIFs, CFP® Professionals
DFA Authorized Advisors
Multi Custodial Platform
Premier Planning & Reporting Technologies
Low Transparent Fees

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Our Investment Philosophy

Core & Satellite Approach of Investing
Socially Responsible & Custom Tailored Portfolios
Factor Based Investing for Outperformance
Liability Matching Multiple Risk Portfolios (Income vs Growth Buckets)
Tradeoffs between Downside Risk Strategies vs Fees vs Performance
Tax Efficient Portfolios & Asset Location

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Business Services

Attracting and Retaining Key Employees
Planning for Business Succession
Personal and Business Tax Planning
Effectively Managing Short-term Cash
Aim to Build and Protect Personal Wealth

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"Life is a collection of experiences, we help you plan for them

Pierre M. Movsessian, MBA, CFP, AIF

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