Senior Vice President - Financial Advisor, Private Client Group, Senior Portfolio Manager - Portfolio Focus
We recognize that the financial markets can be very complex and intimidating. To add clarity, we will work closely with you to offer comprehensive solutions given your individual situation. Client comfort is paramount, so we will consistently make ourselves available to address any inquiries you may have and our goal is to be your primary advisor. To the extent you allow us, we will work collaboratively with your other hired professionals to ensure an all-inclusive approach.
We begin by learning as much as possible about you and your financial situation. Based on the information you share with us, we will produce a report which clearly illustrates your current asset allocation. We do not subscribe to a “one size fits all” philosophy, so after further discussion we will then recommend an asset allocation mix incorporating the three major asset classes of equities, fixed income and cash, which we feel properly addresses your individual circumstance and risk tolerance. As the process continues, we will then formulate, position and manage your portfolio according to your stated objective. If a situation arises that warrants it, we will gladly bring third party professionals into the relationship to ensure comprehensive coverage throughout the entire process. We recognize that a prudent investment program is dynamic and ongoing. Consequently, we put a big premium on transparent reporting and fee structure, as well as open, two-way communication. All client contact is strictly confidential, and we look forward to working diligently on your behalf to help you achieve your financial objectives.
While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.
If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families and institutions and their assets.
December 14, 2018
Global Insight Weekly
December 18, 2018
October 20, 2017
Protecting Your Identity