In Latin, one of the translations for ratio is “ethics.”
We believe there is no more important personality trait or core value that you should look for in a wealth planner than being ethically sound. Our ethics, belief system and dedication to earning your trust are at the very core of who we are.
And then there’s its connection to thinking broadly, always learning, and always questioning.
“Ratio Studiorum” standardized Jesuit education and emphasized classical studies such as theology, philosophy, Latin and Greek. What does this have to do with investing, you ask? Well, this approach to study is well-rounded and encourages thinking and questioning from many different angles. And our approach to wealth planning is the same. The decisions we make always take into account all parts of your portfolio, your lifestyle, your hopes, and all other factors that could affect your wealth, spending and financial requirements. It’s our own kind of planning “poetry.”