Our Approach
Timbuktu Capital Management, LLC offers a full spectrum of financial services for investors, large and small, who require expert personal attention to their financial and investment plans. We pride ourselves on giving the same intensity of attention to the investment and financial requirements of all of our clients.
Asset Management
We conduct a global analysis of interest rates, inflation, currency exchange rates, risk/return and global economic trends. We also conduct industry analysis which includes growth prospects, barriers to entry and current industry trends.
We look for the most cost-efficient investment options based on our analysis of your financial situation, goals and current economic trends. We can help you decide what types of accounts (brokerage, retirement, college savings) would be most suitable for you.
Financial Planning
Financial planning encompasses many aspects of a person’s financial life. Our approach is conservative, focusing on preservation of capital, while seeking means for maximizing return. In brief, the following steps characterize our system of financial planning.
Collect information. Timbuktu Capital Management, LLC begins with an individual security analysis of your financial situation, which includes identifying your assets and your liabilities, your income stream, your expenses, the summary encapsulated in a balance sheet, your income statement, and your statement of cash flows.
Analyze information. We analyze your personal financial situation and goals. This is a detailed examination of all relevant fiscal information, including debt, income, long term goals, and long term prospects.
Review and research alternatives: In this phase we review all the information that we’ve collected and we put it in the framework of your investment goals, and then we investigate the investment options that the information suggests are appropriate.
Present our solutions. We collect and organize all relevant information on investment options and present it in such a fashion that the client can make important decisions with confidence that he or she is acting with all necessary information.
Develop and execute action plan. We collect the client’s response, which will guide us in the development of an action plan. We present the action plan to the client, and through a process of iterative review, develop a final plan that supports the client’s goals.
Review and monitor results. We implement the final investment plan and at agreeable intervals we report results to the client and, when necessary, conduct reviews of investment decisions, with the goal of refining communication.