We believe most investors aren’t on track to reach their long-term investment and retirement goals. For many of us, it’s not from lack of trying – we’ve exhausted the typical budgeting levers including saving early, saving more, or spending less. We’ve contributed to our 401(k)s and IRAs. We’ve received our employers match and made catch-up contributions. However, many of us still risk out-living our wealth.
Other investors need capital appreciation help if only to stave off inflation, plan for a future that most likely includes some level of assisted living or help in preparation for a transfer of wealth to their loved ones.
Belleros Capital Management is a registered investment advisor. Our goal is to help investors get back on track by emphasizing capital appreciation or growing their assets. We do this by helping investors maximize their wealth generation potential. We help investors optimize their existing investments and savings to enable the growth that is required to secure their retirement future.
“We don’t have to be smarter than the rest. We have to be more disciplined than the rest.” — Warren Buffett