Having both spent over three decades in the financial services industry, the STANDUP team has developed a reputation as careful listeners who develop personalized solutions for the problems our clients face. No two clients are exactly alike, so taking the time to truly understand your situation is critical. As a Portfolio Manager, John De Goey is obligated to look out for your best interests, using a variety of products and concepts. The focus is on maximizing long-term, client- specific, tax-effective, risk-adjusted returns. The STANDUP team is mindful of the cost involved in doing this. There is a clear focus on superior service that is both thorough and timely.
Everyone has personal financial goals and aspirations. We will help you prioritize those, and establish a roadmap to meet those aspirations while maintaining your current lifestyle. We want to help you organize your financial resources and make the best and most efficient use of your assets. Our process will help you understand where you are, where you’re going, and how to get there while leaving nothing to chance. Having this information will give you the clarity and peace of mind you need to reduce the stress of managing your finances. To that end, we have two tools to help new clients accurately assess their financial situation.
We balance our approach of using low-cost products with a concern for managing investment risk. Many asset classes are trading at exceedingly high valuations presently, so alternative products and strategies may be used until capital markets normalize toward more traditional levels. We find that many people are taking on more risk than they realize when using conventional approaches and beliefs. The focus is on wealth preservation by avoiding large drawdowns and seeking good returns without substantial volatility.
This approach allows us to present the broadest possible range of strategies and products – the recommended course of action has to work for the client. Thoroughness, clarity, and an ability to educate and motivate clients are hallmarks of what we do. We aim to contribute meaningfully to clients’ lives by focusing their financial and life goals and guiding their choices and have coined the acronym STANDUP (Scientific Testing and Necessary Disintermediation Underpin Professionalism) to summarize our approach. We STANDUP for our clients.
