Quality Businesses, Durable Growth, & Capital Preservation

At Aeternitas, we adopt a three-pronged approach to building client investment portfolios, relying on quality businesses, durable growth, and capital preservation, seeking to ensure your investments are protected and endure.

Peace of mind is the ultimate goal we have for clients who entrust hard-earned investment capital to us.

How your money is invested should be a reflection of your goals, desires, and needs. Are you in your 30s and embarking on the significant growth phase for your assets? Are you nearing retirement and want to know your money will provide you the lifestyle you want and deserve once you stop working?

No matter what life situation you’re in, Aeternitas can provide you individually-tailored investment management services to meet your every want and need.

How We Protect You

Investment professionals love to talk about returns and how much they can grow your assets over a given period of time. Believe us, we understand the draw. It’s intoxicating to think about how much your money can grow in the investment markets.

But few, if any, investment advisors tell you how they can keep your assets safe during market declines. At Aeternitas, we think investment gains are wonderful, and in markets that are trending higher, should be table stakes. But by having a plan for portfolios when markets weaken and actively monitoring total downside exposure for clients, we help clients sleep well at night knowing they have an investment advisor intently protecting and preserving their capital.

Eternity Strategy

The Eternity Strategy is an equity investment approach focusing on quality businesses, durable growth, and capital preservation. Ideally, we will own the wonderful businesses in our portfolios forever. But, markets are not always linear, and we are cognizant of the fact that there are times when you cannot successfully swim upstream and against the current. It is during those periods where our monitoring of broad market technical indicators and trends allows us to prepare to sidestep worst-case scenarios.

Ultimately, our investment approach seeks to compound investment returns in the best businesses we can find for as long as we can, while always being mindful of the times where capital preservation becomes paramount. Peace of mind knowing their money is safe when market prices fall is perhaps the ultimate benefit we offer to our clients.

Tax-Conscious Municipal Bonds

For high net worth and ultra high net worth clients in the highest tax brackets, we offer taxable account investment strategies in municipal bonds and bond funds, seeking significant taxable-equivalent yields while preserving assets from substantial tax burdens. These strategies are not beneficial or appropriate for all types of accounts and situations, but we are happy to discuss further for any clients for whom this scenario makes most sense.