Morgan talking with clients

While every client situation is unique, at Stone Asset Management in Austin, TX, we always take a disciplined approach to help our clients understand the best ways to design and manage their investment portfolio. We start by looking at four fundamental pillars of investing over time:

  • Accumulation: Achieving dreams begins with articulating and quantifying them, and then taking action. Together, we build a custom investment strategy that incorporates a client’s dreams and goals, time horizon, tolerance for risk, and cash flow needs over time. The investment strategy is ‘back tested’, so a client can see how it most likely would have performed in prior years, and is also projected forward through Monte Carlo simulations and other performance modeling to illustrate how the plan is expected to support the client’s dreams and goals.
  • Management: At Stone Asset Management, we are disciplined when it comes to monitoring investment performance and the portfolio rebalancing process.  We always take a long term perspective; never trying to time or ride short term trends.  And if an investor’s circumstances change, we will reassess the portfolio to reflect new goals, new priorities, or new resources.
  • Protection: An investment portfolio is only part of the equation. We provide ideas to minimize tax liabilities and guard your family’s financial future from unforeseen events.
  • Distribution: Proper planning for the draw-down or distribution of a client’s investments brings the process full-circle; realizing the client’s goals and dreams by ensuring assets are available at the appropriate time and in the most beneficial way.

Because we are independent and don’t sell products on commission, Stone Asset Management is free to select the best investments to add to a portfolio. We recommend only no-load mutual funds, index funds, exchange traded funds (ETFs), FDIC insured CDs, or investment grade bonds. We are also Dimensional Fund approved advisors; providing insights based on their advanced research and investing methodology. This combination of independence and insight means we can provide clients with in-depth analysis of areas that commission-based advisors may not address.

Investment management clients are provided with complimentary access to the Client Vault; secure online storage for wills, insurance policies, tax returns, and other important documents.

Clients who work with Stone Asset Management gain the confidence that they are doing well by taking an active role in their financial future. You will know where you are, where you want to go, and how you are going to get there.

Morgan Stone of Stone Asset Management on The Investment Process