Our PROCESS
The PresCap Process
The name of our company – PresCap – stands for preservation of capital. That name is also reflected in the PRES process, which is based on simplicity and transparency.
Through the PRES Process, we take our clients from their first contact with our firm and build a lifetime relationship – one where you depend on us to help you build wealth, protect it and pass it on.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
P.R.E.S. Process
P
PROBE
Probe
Over a series of meetings, we discuss the tough questions that help us establish the goals for your financial future.
R
RESEARCH
Research
PresCap has access to the financial tools that help wealthy people keep their money and mitigate taxes. We choose solutions that fit your unique needs and avoid risk.
E
ENLIGHTEN
Enlighten
We won’t burden you with paperwork, but ensure you clearly understand your investments and our fees.
S
STREAMLINE
Streamline
We go the extra mile for our clients, supporting your family and your life. When you have issues or challenges, financial or otherwise, we are the problem-solvers who are just one call away.
Core Values
WE FOLLOW THE RULES, BUT BREAK THE NORMS
Be Patient
It’s not what you earn, it’s what you keep. It’s for that reason we are dedicated to developing portfolios that are patient – the kind that let you sleep at night. We take a slower, diversified, longer-term approach to growing assets, respecting the nest egg you have worked hard to build and protecting it – patiently – for future generations.
Be Invaluable
When our clients have a problem, we want to be the second phone call they make – after a spouse. We have a “Golden Rolodex” – having developed relationships with highly qualified people in key professions. We build tightknit relationships and step in and step up to solve issues that may or may not include finances, but can be resolved by bringing the right people together.
Be a norm breaker
PresCap Advisors’s clients are out-of-the-box thinkers and so are we. We serve a clientele with significant wealth to protect, and where the average financial solution isn’t a fit. We’re well regarded in the industry for offering results tailored to the specific and complex requirements of those who value protecting their vast estates from taxes and inflation. We follow the rules but break the norms with proven results.
We are dedicated to developing portfolios that are patient – the kind that let you sleep at night.