Reach Your Summit
Every mountaineer will tell you the secret to success is preparation, hard work and a quality guide. On the approach to the highest peaks, a quality guide is the difference between success and failure.
There are many analogies to investment management and mountaineering. Approach Capital’s objective is to assist our client’s in their approach to obtain legacy goals and reach their financial summits!
Success is based on years of hard work, discipline, preparation and working with a quality investment manager to plot the path to success.
We look forward to working with you to obtain your Legacy goals!
Reach Your Summit
Every mountaineer will tell you the secret to success is preparation, hard work and a quality guide. On the approach to the highest peaks, a quality guide is the difference between success and failure.
There are many analogies to investment management and mountaineering. Approach Capital’s objective is to assist our client’s in their approach to obtain legacy goals and reach their financial summits!
Success is based on years of hard work, discipline, preparation and working with a quality investment manager to plot the path to success.
We look forward to working with you to obtain your Legacy goals!
Why Hire Execor?
- 15+ Years of Experience
- Top-Rated Consultancy
- Certified Professionals
Reach Your Summit
Every mountaineer will tell you the secret to success is preparation, hard work and a quality guide. On the approach to the highest peaks, a quality guide is the difference between success and failure.
There are many analogies to investment management and mountaineering. Approach Capital’s objective is to assist our client’s in their approach to obtain legacy goals and reach their financial summits!
Success is based on years of hard work, discipline, preparation and working with a quality investment manager to plot the path to success.
We look forward to working with you to obtain your Legacy goals!
FOUNDERS MESSAGE
My grandfather loved to trade equities, he used to say, “there is always a good stock on sale!” He enjoyed researching all types of small and large cap companies. Newspapers were stacked in the corner next to his chair with company tickers highlighted. As his eye sight faded over the years, I would read articles to him about the companies he owned and so grew my interest in the capital markets.
I was trained as a Portfolio Manager at JP Morgan, one of Wall Street’s top firms. With that start behind me, and before establishing Approch Capital, I continued being mentored for nearly twenty years working with some very bright minds and creative portfolio managers.
At each stop along the way, I always felt like one critical component that was routinely overlooked was the quality experience for the client. Wall Street firms and private firms that are looking to be sold are all about the next quarters earnings. Maximizing the bank’s earnings from clients drives many of the companies decisions.
We launched Approach Capital as a means to deliver the investing approach we believe is right for each of our individual clients. Our focus is on active investment management, cash flow and estate planning and low cost, broad based asset solutions.
We look forward to working with you to understand your legacy goals and do our part to make them a reality!
Greg Stott, Principal
Approach Capital Partners
3%
Average Annual Inflation Rate In The United States Over The Past 90 Years
9.8%
Average Annualized Total Return For The S&P 500 Over The Past 90 Years
72%
Rule Of 72: For a rough estimate of how long it takes an investment to double, divide 72 by the annual rate of return