Strategy

We work with you in partnership, merging the unique perspectives of client and advisor into a comprehensive & personal investment plan.

We begin with a full review of our clients’ investment and financial circumstances, and prepare a written investment plan, an implementation plan, and a schedule for future review meetings.

Each investment plan is custom designed for your family. We don’t use patterns, templates or model portfolios.

Preserving assets for future generations, income planning to assure a comfortable lifestyle, and charitable and philanthropic concerns are all addressed.

We work with you in a team approach. You will work with your primary advisor, an operations manager, and client services manager. This ensures that specialists work for your benefit in their own areas of expertise; your primary advisor coordinates these activities to provide seamless client service and investment strategy.

Frequent communication and meetings with our clients maintain consistency and continuity in investment and financial activities over time.