Strategies

_DSC8675-2Bulletproofing is the exclusive approach developed by Mr. Lefavi and fully explained in his books.  All clients of Lefavi Wealth Management benefit from, and have their entire portfolio analyzed and structured according to, this comprehensive strategy.

  • Modern Portfolio Theory: In 1990 Harry Markowitz, Merton Miller, and William Sharpe won the Nobel Prize for their work on this theory (nobelprize.org). Modern Portfolio Theory determines the amount of each person’s investment portfolio that should go into various asset classes, such as, domestic and foreign stocks, bonds, real estate, gold, and so forth.
  • Bulletproofing Investments: We include what we call “Bulletproof Investments” that can help shield our clients from specific events that can damage their portfolio in an economic crisis.
  • Official Investment Recommendations: Mr. Lefavi frequently makes investment recommendations, which may add value to our clients’ portfolios.
  • Financial Strategies Committee: Headed by Mr. Lefavi and includes all key planning within our firm, the Financial Strategies Committee is dedicated not only to exploring new investment opportunities, but also strategies that involve reducing federal and state taxes, estate planning techniques, and general strategies relevant to asset protection.