Value statement
Our focus is in building personal relationships with clients in order to help them grow, enjoy, preserve and ultimately share the wealth they have accumulated. Our clients include individuals, families and community oriented institutions. We construct our portfolios to achieve the following:
- Generate capital appreciation and wealth
- Create income flow to fund successful lifestyles
- Portfolio management that is designed to minimize risk while achieving specific achievable goals
- Coordinate with your accounting, legal and estate professionals to implement tax-conscious strategies and transfer of wealth to heirs and/or nonprofit organizations of your choosing
Investment philosophy
As experienced wealth managers who utilize the principles of Modern Portfolio Theory, we create customized portfolios reflective of our clients’ expectations toward risk, time horizon and investment objectives. We take a customized approach, combining multiple asset sizes, sectors and non-correlated asset classes, to construct diversified and efficient portfolios. Our focus is on generating sustainable mid- to long-term results. Uniquely, we rely substantially on our “in-house” portfolio management experience, rather than depending on “pooled” outside money managers. This strategy has allowed our clients to become fully engaged as active and knowledgeable participants in managing their assets. This distinctive partnership approach has played an essential role in building successful, long-term financial relationships with our clients.
Our promise
Your family’s goals and aspirations are paramount to us. We strive to exceed them every day. Our collaboration with RBC Wealth Management affords us access to an extensive level of service and wealth planning professionals. Leveraging over 100 years of combined experience, strength and values to continue building an unparalleled wealth management experience is our mandate. This is our priority, our commitment and our promise.
