We specialize 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 designed to minimize risk while achieving specific achievable goals
- Coordinate with your accounting, legal and estate professionals to implement tax minimization strategies and transfer of wealth to heirs and/or nonprofit organizations of your choosing
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 comprehensive 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 approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment tools with professional resources to help match your objectives with customized solutions.
Our process includes:
- Understanding your financial objectives — We begin by listening to understand you and your financial objectives
- Gathering your current financial information — Together, we gather specific information on your financial picture
- Developing smart, time-tested strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies
- Implementing thoughtful and creative solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services
- Providing timely, ongoing service — We periodically review your situation to help ensure your financial objectives are being met