Our Philosophy

At Tax & Capital Management 360, a commitment to client service is at the core of our business. We place our clients' interests above our own to honor our fiduciary duty and to earn the right to offer them our advice.  We believe in creating lasting relationships with clients and we use our professional expertise to help them better manage their investments and achieve long-term financial stability. Our team sees themselves as caretakers, not salespeople, providing a crucial service that affects all areas of a client’s life.

When it comes to your investments, we don’t believe in trying to time the market. Instead, we develop strategic investment plans so that you can avoid the risk that comes from making emotional decisions. As professional, experienced advisors, we focus on using research-based strategies to engineer portfolios that will help you build their wealth. Our investment philosophy rests on a belief in the importance of well-crafted Investment Policy Statement (IPS). An intelligently designed IPS provides critical guidance and helps keep everyone focused on long-term goals and objectives.

As we develop investment plans and make recommendations, we also strive to do everything we can to avoid conflicts of interest, since we believe that such conflicts endanger our relationship with our clients. Finally, we believe in following our own advice. The investments we recommend for you look like the investments we’d choose for ourselves and our families.


All Investing involves risk including the potential loss of principal. No investment strategy such as asset allocation can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.