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We operate an institutional-grade investment management approach that we customize precisely to your situation. The result is portfolio recommendations based on strategic and tactical asset allocation and prudent diversification. When evaluating current and recommended holdings—stocks, bonds, cash, real estate, alternatives and other investment vehicles—asset allocation is the most important part of the investment decision.
We advise on investments to provide a high level of diversification, but whatever we consider, we are always guided by this maxim—“Know what you’re paying for; never invest in something you don’t understand or is difficult to value.”
Our advisor team helps you preserve your wealth and achieve your financial goals. Instead of offering you a predictable portfolio allocation, we first create a financial plan to provide context that informs the appropriate investments, allocations, and customized strategies for your unique situation. We carefully consider your financial goals; look at your risk profile, liquidity, and timeline; and factor in charitable, legal, and tax considerations to determine an asset allocation for you.
In many cases, we invest across various traditional and alternative investment classes, letting opportunity guide us. We look across the full spectrum of investments, including private equity, real estate, specialty niche opportunities, and hedging strategies that offer access to new and unique options, gain independence from traditional markets and balance your risk. We believe our current alternative funds are well-positioned for potential volatility and inflation, delivering results with less stress during turbulent markets.
We analyze levels of competition, dispersion of returns, and other factors to identify opportunities for active management. Within these markets, we work exclusively with active managers which we believe have an edge over the competition, which allows them to take advantage of inefficiencies. Our managers must also continuously improve their process, which results in an enduring competitive edge as markets become more efficient over time.
Our size allows us to access investment opportunities that smaller firms do not have the capacity to diligence, and that larger firms cannot participate in due to fund capacity constraints.
Each day that an investment professional chooses not to make a change, they are endorsing the status quo. We monitor the markets and test ourselves on a regular basis to ensure we have conviction and confidence in the portfolio that exists today. Bilyk Financial’s investment team meets weekly to ensure that portfolios don’t fall victim to a common problem in this industry – inertia. Our process is consistent and our focus on continuous improvement allows us to be nimble and make adjustments. Your Bilyk Financial team continuously monitors your portfolio, challenges assumptions, and seeks opportunities to increase return and mitigate risk.
At Bilyk Financial, we hold ourselves accountable to the highest standard of a fiduciary – one who is entrusted to manage and protect our clients’ investments and best interests. We place our client’s interests above our own, dealing fairly, honestly, and in good faith. When all is said and done, we go much beyond any legal or moral obligation – it’s simply the right thing to do.
Commitment underlines our integrity. They are like promises in bold print. “Do what you say and say what you do.” We bring our best every day and have the courage to dedicate energy toward what truly matters.
Trust & Transparency
Our fee-based services are designed with our client’s best interests in mind. There will never be hidden fees and client interest will always come first.
Investing beside you
Bilyk Financial advisors invest alongside our clients in the investments we recommend.
Sound Financial Advice
Create a plan and follow a plan. Know that what you’re doing is based on proven strategies, sound principles, and evidence-based research.
We figure it all out for you, so you don’t have to. Delegate the heavy lifting to us. We’ll provide you with the bottom line.
Be a good steward of your resources. Manage your finances well in alignment with both your goals and your values. It’s about living with confidence, doing what you love, giving to causes you care about, having better marital harmony, spending time with grandchildren, and leaving an impact in the world – whatever matters most to you. We help you get more, so you can give more, and ultimately, just do what you love.
Research shows that the longer you get financial advice, the more your assets grow.
*Source: The gamma factor and the value of advice,
by Claude Montmarquette and Nathalie Viennot-Briot, CIRANO, 2016
We have no obligation to an outside company
No sales quota to meet and no proprietary products to sell
Our only obligation is to our client