WELCOME TO LEO
A new chapter for The Capital Company, LeoGroup and BFT Financial Group.
Unlocking your wealth’s potential, we simplify your finances, cultivate your legacy and help grow what you’ve worked hard to build.
Proprietary strategies across public and private markets to ensure your money is working for you.
Specialized advice from wealth management to estate planning for your international lifestyle.
TAX & ESTATE
Calling on our deep understanding of global tax policy and planning, we deliver strategies to help manage tax liabilities.
LATEST MONTHLY VIEW
Our monthly digest of the market environment, asset performance and our portfolio actions.
A focused equity strategy that invests into stocks at the cutting edge of the sustainability revolution.
Advice Abroad. Selecting The Right Financial Planning Resources
We outline the most common challenge, along with guidance on how to find the appropriate advisor while living and working abroad.
The Monthly View - Higher Volatility But No Change in Outlook
We focus on September's volatility, the likelihood of a large correction near-term, investment implications of higher yields and US-China tension, as well as opportunities in commodities.
Is China out to get foreign investors and move listings back home?
China's objectives are a question that's top of mind for many of our clients in recent months. We break down the three distinct components of what believe China's objectives are and what it means for investors.
Is The Sky Falling, or Is That Just The Debt Ceiling?
The debt ceiling story continues to resurface and cause agitation; if not with the markets, then certainly with investors. We discuss the history and implications it has on the economy.
Top Planning Tips for Americans Abroad
The financial planning needs of Americans living abroad are often very complex. Our top ten tips help every family get a head start.
OUR APPROACH TO INVESTING
In following a systematic and research-driven process, we strive for consistent results that investors can understand, and stick with, even during challenging market environments.
GLOBAL SUSTAINABLE AGGRESSIVE (TAX AWARE)
A core, globally diversified equity strategy that uses ETFs to own the market at low cost. A standard bearer for time in market, rather than timing the market - this strategy is at the core of many of our clients' portfolios.
A high conviction stock portfolio targeting leading Asian stocks. As Asia transitions from an export manufacturing hub to a global driver of consumptions, Asia's leaders today may become the global leaders of tomorrow.
GLOBAL FIXED INCOME (TAX AWARE)
A fixed-income only portfolio that aims to deliver a solid risk-adjusted yield for investors with relatively low risk appetite.
INFLATION-HEDGED COMMODITIES (TAX AWARE)
A diversified allocation to commodities, to provide an inflation benefit and to diversify portfolios from traditional stock and bond exposures
Buy land, they're not making it anymore. A listed real estate portfolio, diversified across geographies and real estate types.