Our Business:
We provide comprehensive and customized wealth management services to help build and preserve wealth for affluent clients. These wealth management services include investment management and retirement and estate planning solutions.
On the investment side, our goal is to construct portfolios that reflect each client's individual long-term objectives and select the best investment vehicles available to meet these objectives. We provide institutional quality service to individual clients.
We pride ourselves on providing all of our clients with premier customer service and the utmost professionalism.
We Believe In:
- Professional investment management
- Using customized asset allocation strategies and proper diversification as tools to preserve and grow wealth
- Selecting disciplined, experienced and top-quality investment managers
- Ethical and professional business practices
- Integrity, objectivity, confidentiality, competence, fairness, professionalism, diligence and superior client service as the keys to our business practice
Our Investment Process:
Using information obtained from one-on-one meetings and investment questionnaires, we develop a tailored Investment Policy Statement and a unique asset allocation strategy for each client.
We then use our expertise, analysis, and modeling to generate a portfolio that reflects these goals and objectives.
Finally, we continuously review both the asset allocation and the underlying investments to ensure the portfolio remains on track.
Regular one-on-one meetings together with online account access and comprehensive performance reporting ensures you are well informed with respect to your portfolio and key financial issues.
