About us

WHO WE ARE?

At Resurgent Wealth Management, building relationships is the cornerstone of our business which allows us to establish the trust and understanding required to properly align your investment strategy with your current and future life goals. We collaborate with your other advisors to provide objective, independent financial advice coupled with a wide range of problem solving solutions designed to give you peace of mind and simplify your life. We use a responsive, integrated and relationship based approach to the accumulation, protection and transition of your wealth. We specialize in working with clients who are facing transitions in their lives such as retirement, job change, loss of spouse, inheritance and divorce.

INVESTMENT PHILOSOPHY– We adhere to the following set of beliefs and principles that guide our decision making process and generate the best chance for success over the long term:

Diversification-The key to suitable diversification and proper asset allocation is the inclusion of multiple asset classes. Holding a variety of non correlated assets can significantly reduce risk and lower the volatility of a portfolio.
Open Architecture Manager Selection- Our investment platform is powered by the institutional size and scale capabilities afforded us through our partnership with LPL Financial. We have access to best in class investment managers and we are unrestricted by any proprietary products. We essentially hire the managers and hold them accountable for adherence to style and predetermined performance measures.
Risk Management– We take risk very seriously and employ risk management strategies beginning with our initial assessment, to portfolio construction and then ongoing oversight and rebalancing. We work hard to limit the introduction of undue and unnecessary risk by aligning our client’s risk profile with manager selection. We strive to develop efficient portfolios for our clients that generate the best returns possible with the least amount of risk.
Ongoing Portfolio Management– Things change and life happens which means that portfolio management must be a continuous process. Once a client’s needs are defined and a portfolio has been put in place, the process continues with periodic rebalancing. In addition, each manager is continually monitored and subject to replacement should they deviate from style or fail to achieve stated goals and objectives.

ABOUT FOUNDER

Britt Borders is the founder and Managing Member of Resurgent Asset Management, LLC. He founded Resurgent Asset Management after thirty years in the financial services industry where he led teams of professionals focused on high net worth individuals and small business owners. In addition, Britt was the founder and President of a bank owned broker dealer as well as a registered investment advisory firm providing comprehensive wealth management and financial planning solutions. Britt holds the designation of Certified Divorce Financial Analyst (CDFA) which required him to obtain extensive training and testing involving the financial implications of divorce.

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How WE work with you

We work closely with you and your other trusted advisors to align your life values with your financial goals and objectives. We do this by adhering to the following Investment Philosophy that represents our beliefs and principles and guides our decision making process giving us the best chance for success over the long term.

Diversification
Open Architecture Manager Selection
Risk Management
Ongoing portfolio management

INVESTMENT PROCESS- We follow a well defined and consistent investment process to increase the probability that your financial goals will be met. Our six step process is built around you with careful consideration to your needs and objectives, your time frame and your risk tolerance.

Step 1- Introduction- In this step of the process we define and agree upon roles and responsibilities. We define the scope of the relationship to include next steps and who will be responsible for what actions. We will provide the client with an overview of our firm, our core values, our investment philosophy as well as our investment process. Finally, we will discuss fees, communication styles and our collaboration with other financial professionals.
Step 2- Client Data Gathering and Goal Setting- In this step, we will obtain previously agreed upon financial information in order to begin the process of defining the client’s goal and objectives. We will have a discussion on risk tolerances, investing preferences and timing in order to formulate an asset allocation plan.
Step 3- Analysis of Current Situation and Development of Asset Allocation Strategy- In this step, we will analyze the clients current financial situation and investment plan to determine if they are compatible with the clients goals and objectives. Current investments will be analyzed to determine if better alternatives are available. Research has shown that the asset allocation decision- how your investments are diversified among various asset classes, has the most significant impact on overall performance. In this step, we will review current allocation and develop a new strategy if appropriate.
Step 4- Recommendations and Implementation of Plan- Based on all the information gathered and conversation from previous steps, we carefully align the client’s goals and objectives with investment portfolio recommendations. The implementation plan is discussed to include timing of changes, responsible parties and specific managers to be utilized. Actual implementation happens by investing in a well diversified portfolio managed by hand picked and pre-eminent money managers.
Step 5- Rebalancing- Rebalancing is a disciplined approach of ensuring that your portfolio is being managed in a manner that is consistent with your asset allocation plan. Your portfolio is then monitored on a regular basis to ensure that it remains consistent with your desired asset allocation strategy. Without rebalancing, the mix of assets in the portfolio may become inconsistent with the original asset allocation plan. This can occur over time as assets increase or decrease in value resulting in overexposure or underexposure to certain asset classes.
Step 6- Monitoring and Checking Progress- Portfolio management is a continuous process that requires monitoring and periodic progress checks. This step allows us to have the discipline necessary to adhere to the investment plan and check for progress toward goals. In addition, the progress checks will provide the opportunity to discuss life changes with the client or market conditions that might suggest adjustments to the portfolio.

CORE VALUES

Build Relationships- Building client relationships is truly the foundation of our business model. We want to get to know our clients on a deeper level that allows us to properly align wants, needs and desires to investment goals and objectives. Great client relationships position us well to make adjustments to investment strategies when life changes dictate.
Develop Trust- Trust forms the basis for most relationships and is especially foundational with clients and their investment professional. At Resurgent Wealth Management, we understand that trust is earned and we build that trust by delivering on our commitments every single day.
Provide Value- Providing value in an investment relationship is more than just maximizing return. At RAM, we provide value by taking a holistic approach to your investment strategy which means we view your investments as all part of a whole as opposed to viewing each investment separately. Each investment is connected to an overall risk return strategy.
Demonstrate Integrity and Stewardship- Providing professional services with integrity demands honesty and candor which cannot be subordinated to personal gain. We place ourselves in a position of trust with our clients and the source of that trust comes from personal integrity. Our commitment to trust and integrity, therefore, allows us to be better stewards of our clients assets and make recommendations predicated on what is in their best interest.