Investor classifications like ‘conservative, balanced, aggressive’ and model portfolios are fatally flawed. They are based on ever-changing emotions or arbitrary risk scores instead of focusing on the one benchmark that matters—achieving your financial plan.
First, your team of advisors will work with you to develop a durable financial plan grounded in your values and vision. Your plan will drive the creation and dynamic management of your investment strategy.
Our revolutionary investment system designs a hyper-personalized portfolio optimized for the right benchmark—achieving your financial plan. True diversification and downside protection are achieved through factor investing, smart beta, and hedging techniques.
Our in-house technology makes hyper-personalized financial planning and investing accessible for everyone. It also eliminates unnecessary fund fees and helps capture tax-loss harvesting opportunities.
At Breakout Private Wealth, we believe everyone should have access to the best investment strategies, financial planning services, and advice.
Your financial plan is the foundation and our scientific investment strategies (smart beta + factor investing + hedging strategies) are the building blocks of your hyper-personalized portfolio.
Diversified Premia
This is our flagship equity strategy which provides exposure to U.S. large cap equity, seeking to combine the benefits of smart beta and factor investing techniques.
Opportunity Strategy
This investment strategy focuses on dynamic growth factors such as innovation and momentum, while following the same methodologies as Diversified Premia.
Quality Strategy
This investment strategy focuses on a set of robust value attributes such as high profitability, high payout, and low volatility, while following the same methodologies as Diversified Premia.
Tactical Portfolio
This investment strategy leverages alternative asset classes that are stores of value and represent safe havens during market sell-offs or may become widely accepted stores of value.
"Phil helped us look at the bigger picture of what we wanted to accomplish for our family and clarify exactly what we wanted to use our wealth for. He's helped us set goals and the action items needed to reach those goals. The quarterly progress reporting is great and keeps us making improvements. We now have a plan, goals, and action items in place. It feels amazing to know we are on the right track. Phil has helped us take our finances from overwhelm and anxiety to opportunity!"
"Phil has decades of experience in the market, knowing what works over time, and doesn't get caught up in chasing “hot” investments. Phil and his team lead with education– whether it’s his weekly newsletter or holding office hours for members of my firm, education always comes first. They never try to sell me any products– Phil and his team are compensated for their advice and managing portfolios. They navigated the 2022 market destruction well enough to give me the confidence to add to my investments during this turbulent time."
These testimonials were provided by current clients of Breakout Private Wealth. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.
It is the first wealth management platform that connects your financial plan with your investment strategy.
We take the guesswork out of your finances so you can live the life you want.
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Are you prepared for retirement? Check out our list of planning essentials that will help you develop a successful investment plan for retirement.
Breakout Private Wealth doing business as Lifeworks Advisors. All advisory services are provided through Lifeworks Advisors, a registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. The description of products, services, and performance results of Lifeworks contained on this website is not an offering or a solicitation of any kind. Past performance is not an indication of and does not guarantee future results. Securities investments are subject to risk and may lose value. All of the information on this website is believed to be accurate and correct as the date set forth. Lifeworks does not have or accept responsibility or an obligation to update such information.
Breakout Private Wealth © 2023. All rights reserved.
“Minimal fund fees” applies to the vast majority of our models. Some clients may hold legacy fee-bearing mutual funds and ETFs. Some clients may hold low-fee-bearing ETFs, in particular to get exposure to the fixed income asset class or alternative asset classes (precious metals, cryptocurrencies).
Our guide covers the most important things you need to consider when developing an investment plan for your retirement.
We hope you enjoy it and find it a valuable piece of content you can use while planning for your future.
