At empiriKal partners llc, we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
It’s not just about your money, it’s about you. We understand how complex your life and financial situation can be, and we’re here to help. Whether you’re nearing retirement, in retirement, had a life-altering event or just need a financial plan, empiriKal partners can help you get the right information so you can make the best decisions for your financial future, and understand the challenges families face today.
From managing debt to saving for college to retirement, these personal financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
We live by a strict commitment to client primacy and an unwavering mandate that the purpose of a for-profit corporation is to maximize long-run value to investors and shareholders.
Studies have shown that use of ESG—environmental, social and governance—criteria to inform the allocation of client capital isn’t profitable.1 Shareholder capitalism has outperformed stakeholder capitalism by over 3% annually for the past 35+ years.2
Despite this fact, many managers and investors have shifted away from prioritizing the shareholders they serve and used their clients’ capital to advance other stakeholders’ interests. We view this as a major fiduciary breach.
Our sole obligation is to the financial interests of our clients. We unapologetically prioritize our clients over other stakeholders.
Our economic philosophy is one of traditional economic liberalism. We believe in the free market. We advocate for restrained fiscal policy and a balanced government budget via low taxes, reduced government spending, and minimized government debt.
1. Bhagat, S. (2022, March 31). An inconvenient truth about ESG Investing. Harvard Business Review. https://hbr.org/2022/03/an-inconvenient-truth-about-esg-investing
2. Bloomberg 2023. Based on daily total returns of S&P 500 Index versus STOXX Europe 600 Index from 12/31/1986 through 3/31/2023. One cannot invest directly in an index.