Connecting You and Your Wealth

 

Your Investments Are Integral To Your Success

A well-tailored investment strategy is an essential element of your financial success. As a client, you work with a team of dedicated investment professionals with the tools, resources and experience to navigate your investment decisions.

Asset Management That Makes Sense For You

We believe that your life’s work and goals deserve more than a generic questionnaire to determine your investment structure.

We engage in meaningful discussions to learn about you, your financial needs and future goals, your investment history and experience, and how you encounter and react to risk. This knowledge allows us to evaluate the level of growth your assets need to achieve, relative to your comfort levels and your ultimate goals. From there, we build and actively manage your portfolio, always putting your personal objectives at the helm of every investment decision.

The Investment Positioning You Need

A fundamental principle we adhere to is diversification. This means that we invest in a wide range of asset classes. Selecting the appropriate asset allocation is the key determinant in meeting your long-term risk and return expectations. Portfolios may include the following in pursuit of your personal investment objectives:

  • Bonds for capital preservation, income, risk reduction, and cash flow needs.
  • Stocks for growth, dividends, longer-term goals and a hedge against inflation.
  • Real estate for appreciation, income and exposure to hard assets.
  • Domestic and international holdings for geographic, economic and geo-political diversification.
  • Passive index and actively managed investments for efficient and effective deployment.

Our independent structure and wide range of investment options allows us to select the most appropriate investment vehicles for each of our clients. Furthermore, the aggregate of assets we manage allows us to access institutional managers, tapping into top talent in a cost-effective manner.

Portfolios can be customized based upon your personal preferences and circumstances, such as concentrated positions in low basis stock, charitable intents, business and real estate holdings, and socially responsible objectives.

The Diligence You Deserve

We follow a rigorous process, focused on preserving and growing your wealth, and designed to deliver results.

Our advisors conduct active and ongoing investment due diligence on your behalf. We remain abreast of changes among specific investments, market segments, and the broader economy. This research is then applied to your personal portfolio, maintaining an investment structure that supports your unique needs and goals. We remain ever mindful of your desire to minimize undue risk, while maximizing your returns, net of fees and taxes.