Jeremy David's Colleagues at Little House Capital
Jeremy David's Contact Details
617-545-5600
Boston, Massachusetts, United States
Little House Capital
Jeremy David's Company Details
www.littlehousecapital.comLittle House Capital, LLC is an SEC Registered Investment Advisor. The firm was established to redefine the wealth management experience by integrating investment management, financial planning, and complex estate and tax strategies. We provide seamless and comprehensive goal-based solutions to achieve desired outcomes for individuals, their families, trusts, foundations, and endowments.Our mission is to deliver an industry-leading wealth management experience by providing our clients with technology-driven solutions and striving to achieve superior risk-adjusted results. We form deep and trusting relationships with our clients to preserve, grow, and distribute their wealth over multiple generations in the most tax-efficient and cost-effective manner possible. Our success is best measured by our ability to exceed our clients expectations in achieving their specific goals.'The Little House Capital Difference' The Next Gen Wealth Management Experience --- A full suite of comprehensive wealth management services supported by leading-edge financial technologies allows our team to manage and monitor your investments, tax situation, and estate plan in real-time and present it in a single consolidated view. Risk-Based, Tactical and Performance Driven Investing --- Our seasoned investment team objectively seeks out market dislocations and investment opportunities across the globe utilizing bottom-up fundamental research and advanced investment screening techniques to construct portfolio solutions. Risk Management --- Risk avoidance is the cornerstone of our investment process as we measure and monitor the interaction of asset classes and industry sectors to provide downside protection for unforeseen market fluctuations and events. Centralized Information Hub --- We have formulated a leading-edge client information hub that consolidates your financial planning and legacy information into a single secure data repository that provides consolidated reporting regardless of where assets are held. Full Transparency --- We strive to be fully transparent and honest in everything we do for you. We attempt to identify and eliminate redundant fees and expenses. In-House Expertise --- Our Certified Financial Planners, Certified Public Accountants, Estate Planning Attorneys, and Portfolio Managers have deep subject matter expertise in their fields, acquired over decades of experience.