General Info:
At Aviator Investment Management, our business model is simple: to serve the many financial needs that pilots face throughout their career and life. Working with clients throughout the country, both young in their career and preparing for retirement, we offer comprehensive services that touch on their entire financial picture.
In everything we do, we aim to uphold our values:
Unclouded Vision
As an independent firm, we aren’t tied to proprietary products nor do we have quotas to meet. Instead, we maintain a high level of ethics, putting our clients’ interests first. Whether we are explaining the reasoning behind our recommendations or offering education on investing, we want you to feel confident in your financial future and to feel empowered to make informed decisions.
Clear Skies Ahead
We make sure you are always aware of the strategies we recommend and the fees we charge. You will never face unexpected or hidden costs.
Serving as Your Co-Pilot
We want to work closely with you for the long-term. While you are ultimately in charge of your finances, we are here to provide advice and guidance along the way as you travel your financial path.
Collaborating with Your Crew
You are the Pilot in Command (PIC) of your finances, but we aim to serve as your Crew Resources Management (CRM). We believe the best financial strategies are those that cohesively work together, so we work with your CPAs and attorneys to ensure your estate plan and tax strategies are in place.
We’re On Standby
Your priorities and goals will inevitably change over time as you face new milestones, both expected and unexpected. We work with you for the long-term, monitoring your investments and making updates to your strategies as needed.
Finding Balance
Just as in aerodynamics there is a balance to maintain a proper center of gravity (CG) for an optimum coefficient of lift, it's also important to balance life’s many financial decisions. Should I live for today and forget tomorrow? Should I stress about tomorrow and stop enjoying my current lifestyle? We believe there is a balance between living for today and preparing for tomorrow, thus the Living Balance Sheet®.
With the proper balance and speed, an aircraft creates the optimum coefficient of lift. The correct Lift over Drag curve (L/D Max) provides you maximum range with minimum turbulence. At Aviator Investment Management we will work with you and your family to determine your Maximum Coefficient of Life.