MTXE Capital

Financial Planning & Investment Management

FINANCIAL PLANNING & Investment Management

Our Financial Planning Process

At MTXE Capital, we believe that professional financial planning is a the core of our commitment to comprehensive and personalized wealth management. We work tirelessly utilizing a defined financial planning process, to understand you and to help you identify your opportunities and risks, goals and priorities.Working closely with your tax professional and estate attorney, our Certified Financial Planner TM utilizes state of the art analysis tools to assess you financial status, implement investment policy, tax, and insurance solutions designed to help you achieve your objectives including education planning, a secure retirement, estate design, wealth transfer, and charitable giving.

We believe that there is no “one size fits all” financial plan. Therefore, it’s important to cover all of the bases. From start to finish, the MTXE Capital team will guide you through the time tested financial planning process to assist you in realizing your financial goals. We follow the following six steps within the financial planning process:

1. ESTABLISH OUR RELATIONSHIP: Our planner will explain our services, define our responsibilities and discuss compensation. Together, we’ll determine the duration of the professional relationship and how decisions will be made.

2. GATHER FINANCIAL DATA: We pride ourselves on being very thorough. We will discuss your current financial situation and gather all necessary documents. We will assist you in defining your personal and financial goals. We will also survey and discuss your preference when it comes to taking financial risk.

3. ANALYZE & EVALUATE: Your team of advisors will consider all aspects of your situation to determine the best course of action to meet your goals. Depending on the services requested, we may analyze your assets, liabilities and cash flow, insurance coverage, investments, and tax strategies.

4. REVIEW & PRESENT RECOMMENDATIONS: Your advisor will review with you our recommendations, explaining the rationale, so that you may make informed decisions. Here, your advisor will discuss any concerns you may have and revise the plan recommendations if necessary.

5. CHART YOUR COURSE: After agreeing on how the recommendations will be carried out, you and your advisor will implement the plan. Here, we may coordinate with your tax and estate professionals.

6. MONITOR YOUR PROGRESS: We understand that your goals may change over time, therefore we believe that periodic check-ups are necessary to review progress and adjust goals as necessary.

Investment Management

Our Portfolio Management Philosophy

We at MTXE Capital specialize in fee-based discretionary asset management for individuals and families. We customize portfolios based on your financial goals and work closely with you, your tax advisors, and estate attorneys to build a comprehensive view of your financial situation. We utilize multiple independent and institutional sources for research along with the expertise of our in-house planner to develop unique comprehensive portfolios for each client.

Our Philosophy on Investment Management

Each client portfolio is customized based on the client’s time horizon, needs for income, willingness to accept risk, and their tax situation. The foundation of our portfolio construction is rooted Modern Portfolio Theory, but may incorporate up to eighty-six asset classes to have the ability to capture the full investable market. We manage volatility utilizing momentum strategies and the addition of alternative investments, which offer the potential for capturing investment returns regardless of the direction of the markets or interest rates. We realize that markets are dynamic, therefore so are our portfolios. Regular communication with our clients ensure that the solutions designed to serve your long term needs continue to be responsive to current market conditions.