Investment philosophy

Our goal is to preserve client wealth while identifying and facilitating investment opportunities that possess attractive return potential relative to the underlying investment risks. This begins with an intimate knowledge of client objectives and a continuous and collaborative approach to asset allocation and manager selection.

Client portfolios are typically broadly diversified, with an investment thesis behind every asset class, portfolio allocation, and manager selection that underpins the client's investment portfolio construction. We constantly evaluate and review both existing and newly introduced managers preferring managers that have shown a demonstrable and sustained record of strong investment performance.

We believe successful investing requires more than passively watching your investments - it requires active, disciplined management.

Our approach

Provide a disciplined and consistent investment process centered around each client

• Delivering customized investment and wealth planning solutions (not products) to our clients
• Listening carefully to understand our client's goals, desires and attitudes toward risk
• Educating and guiding our clients in the understanding of risk management
• Taking a proactive (not reactive) approach to presenting solutions to our client