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Financial Planning

Eldridge Investment Advisors can help you to define your financial and life goals based upon your resources, risk profile and lifestyle, and then to detail a balanced and realistic financial plan to meet those goals. We guide you through this process helping you to understand how each financial decision affects your overall financial goals, and can also help you adapt your plan to life changes such as marriage, children, divorce, planning for college, and more.

Asset Management

Based on your financial goals and risk profile, our senior portfolio management team provides professional management of your assets under an advisory or discretionary arrangement. We work closely with you in order to implement prudent strategies in line with your objectives, and monitor them for their continued compliance.

JILL MARGO

It was a socially awkward moment. Simon Eldridge was standing in a circle of friends at Christmas 2008 when someone made a funny remark. As he laughed, the contents of his mouth sprayed over the woman standing next to him.

Fortunately, it was only water, was easily dealt with and the party continued. But Eldridge stepped back in puzzled embarrassment.

He didn’t know he was losing muscle power in his lips and that soon he would have difficulty holding them closed. Nor did he know this was an erratic early sign of an incurable disease that would put him in a wheelchair two years later.

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To achieve your dreams, you need a plan. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. More than a pie chart, asset allocation or product recommendations, our plans are carefully written and based on proven principles of financial planning. The plans break down complex topics into simple actions and provide recommendations for how to save, spend, invest and protect the things that are important to you. I will address your needs over time, and deliver recommendations in a written financial plan. It will be updated regularly and will provide you with information tailored specifically to your goals and dreams. We will track your progress on an ongoing basis against your plan, reviewing where you are, where you need to be and what new developments in your life will affect your goals and make adjustments as needed.

As Britain’s original Chesterfield company…

This is a question we are often asked; the answer is we’re not sure! We have customers the world over who have their own ideas; our Canadian customers like to think that Chesterfield is a Canadian word although they refer to any sofa as a Chesterfield. We have done a little research and according to Robert Hendrickson in the Encyclopedia of word and phrase origins, the term chesterfield is commonly applied to a sofa in honour of Philip Stanhope, the forth Earl of Chesterfield (1694-1773). However, Hendrickson points out that it is more likely that a latter Earl of Chesterfield invented them, which earl he does not know. At any rate, according to the OED (Oxford English Dictionary), it was used to refer to a couch in 1900.

The volatile market conditions of the past few months are friendly, according to commodity trading advisor (CTA) Opes Capital Group Trading Program which posted +4.36% in May and +0.74% in June (+9.05% YTD) due to the firm’s accurate expectations of both market direction and volatility.
In an exclusive interview with Opalesque as one of the funds featured in the Emerging Managers Database, Opes Capital’s Director of Investments, Navid Sohrabi, said that their program has outperformed its benchmarks since it began trading in October 2009. Opes Capital was up 25% in 2010 compared to S&P 500 at +15.07% last year. As of end June 2011, the program is up +9% YTD as against S&P 500’s +6.02%. "This can be attributed to our commitment to risk management and our dedication to the continuous refinement and adjustment of our strategic models," he said.
The strategy has performed nearly +42% since inception (October 2009) net of fees.
Sohrabi explained: "Because we are not market neutral, our system can thrive in both volatile and trending markets. I believe this is what set us apart; volatility is a friend, not a foe. Another important component of our strategy is our risk management structure. Using implicit rules such as restricted capital deployment, position limits per strike, and capital limits ...............

For products which still haven’t been officially announced, Sony’s upcoming Android tablets sure haven’t been publicity-shy. Sony first teased us about them back in April. And on Wednesday, it held press events in New York and San Francisco at which it showed them off and released more details, such as the fact that the smaller S1 will be available exclusively in a version for AT&T’s HSPA+ network — although not full specs, or pricing, or a shipping timeframe other than “later this year.”

I attended the West Coast edition of the sneak peek. When I see new tablets these days, I’m continuing to reflexively ask the question “Why should somebody buy this instead of an iPad?” It’s too early to come to any firm conclusions about the Sonys, but both pass the obvious-differences-from-Apple’s-tablet test.

Reuters) – Swiss Re (SRENH.VX) has regained a prized credit rating lost during the financial crisis, a key step toward the reinsurer’s goal of expanding its business.

Standard & Poor’s on Friday raised its rating on Swiss Re to AA- with a stable outlook from A+, citing the company’s strong capital base.

“The impact should be positive, allowing Swiss Re to deploy more of its capital into reinsurance underwriting and also apply a somewhat more flexible investment strategy,” analysts at Vontobel said.

Swiss Re lost its double A rating in 2009 after risky investments put its capital base in jeopardy, forcing it to take an emergency 3 billion Swiss franc ($3.48 billion) loan from U.S. billionaire Warren Buffett.

The Zurich-based reinsurer repaid the Buffett loan late last year, and some analysts have been speculating the firm could be ripe for a ratings upgrade.