Bethesda, MD Financial Advisors | The BoundaryRock Group

Dynamic solutions for complex wealth

The BoundaryRock Group

301-718-5055

7272 Wisconsin Avenue 23rd Flo
Bethesda, MD 20814

At The BoundaryRock Group, we believe we truly have the investment experience and planning infrastructure that can make a difference for sophisticated investors with complex needs. With experience in private equity, institutional portfolio management and cash flow planning, our advice offers you a financial planning foundation with dynamic, risk-managed solutions that we tailor specifically for you and the life you lead.

Whether you’re sourcing business capital for a new venture, structuring your estate or establishing a family trust, we have the insight, network and resources to help you move forward toward your goals.

“Like the Boundary Stones of Washington D.C. that inspired our name, we’re here to provide clarity, stability and opportunity each step of the way.”

— The BoundaryRock Group

Investing shaped by institutional perspective

The lessons of the financial crisis of 2008 remind us that the most critical part of managing substantial portfolios is managing the overall risk and reward characteristics of those assets. That’s why hedging strategies are integral to our investment models.

Our team manages 10 different, globally diversified portfolios and all investment decisions are made directly by us. We combine innovative asset allocation models—everything from commodities to currencies—with our active hedging and trading approach.

No decision is arbitrary
We meet weekly to identify our macro approach to asset classes and then decide how much risk we are willing to take at different levels and how much of that risk can be reduced. By lowering exposure to what was perceived as risky components, hedging our long stock portfolio with inverse positions and holding a minimal number of bonds, we may help reduce the risk of significant volatility, should it occur.

Our “know what you own” system
Once we agree on an asset allocation range, we evaluate candidates from every angle—value fundamentals, growth and technical. We take the entire universe of domestic and international equities and fixed income as well as commodities, currencies, and other futures contracts and place all of them into a quantitative modeling system that ranks every single position vs. all other securities in that asset class and a cash marker. This is how our “know what you own” system works. When we add a position, it’s not just a ticker symbol, it’s the actual result of multi-level analysis and due diligence that inform our proprietary selection process.

Private equity insight and opportunity

Our team has extensive experience working within the private equity marketplace. By understanding your business needs, we can help clarify risk and then complement your vision by providing access to some of the best thinking in the capital markets, financing, restructuring as well as seamless transactional execution.

We have helped clients in multiple industries. Specifically - energy, real estate, consumer, and healthcare. Our team has extensive institutional equity experience as well. If you are looking to raise capital to grow your business, borrow to finance a project, or even sell your company we have the resources to help you.

A strong and stable planning foundation

Financial planning directs everything we do on your behalf. It serves as the launching point for the dynamic solutions we create to help you pursue your goals—from steady retirement income to a tax-efficient estate planning strategy. We can help you pursue your most important goals.

No matter how complex your needs may be, we do the sophisticated planning and cash flow analysis that help us align the appropriate solution with your goals and preferences:

Advanced planning review
Our analysis includes a complete balance sheet review, current estate assessment, hypothetical estate tax calculations and suggested wealth transfer strategies. Our conversations will focus on:

Inheritance planning
Family meeting facilitation
Asset titling and ownership
Estate tax liability minimization strategies
Lifetime gifting strategies
Asset replacement solutions such as life insurance
Trust management

Global research and strategy
We offer informed credit equity, economic and strategy research on companies, sectors, markets and macro-economic trends. This research as well as UBS Investment Bank Research helps us develop the appropriate strategic and tactical asset allocations for your portfolio.

Customized investment plan
Your plan incorporates an asset allocation strategy based on a goals-based framework that allows for better alignment of your preferences for liquidity, risk-tolerance and tax efficiency.

Ongoing advice and monitoring
We continue to focus on risk management, monitor and adjust your portfolio if needed and track your progress toward your goals. Our priority is to help ensure the wealth you’ve created is protected and best serves your family and your legacy.

Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.