While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions.
Once your goals have been established, Ferneau Asset Management will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services and products:
Ferneau Asset Management specializes in advanced tax mitigation solutions for our clients. We utilize the tax code to provide our clients with tax deductions for both ordinary income and capital gains in addition to tax advantaged current income on their investments. Finally, we provide clients with advanced estate planning solutions which generate 100% tax free income throughout retirement.
Ferneau Asset Management provides our client direct access to late stage private equity opportunities. Our due diligence team has strict criteria for participation in these Unicorn deals. Our focus is on private companies that are expected to IPO or direct list on the stock exchange within 24-36 months. For every 1 deal we participate we pass on 15. We have participated in SpaceX, Airbnb, DocuSign, Uber, Lyft, Palantir, Instacart, Nerd Wallet & Impossible just to name a few.
An alternative is anything that is not a stock, bond or cash. In managing client assets, Ferneau Asset Management invests in alternative securities with varying timelines of liquidity to mitigate volatility. Staggered liquidity is a strategy shared by the largest endowment in the US, Yale University. This strategy’s 20yr return has outperformed the market w/ far less risk.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
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