Our mission is to provide comprehensive financial strategies to individuals, charitable interests, and retirement plans. We recognize that each client has unique needs, circumstances, and objectives that change over time. We develop an investment approach designed to help each client succeed in reaching his or her objectives. These plans are the foundation of a dynamic strategy that evolves with the client and developments in the investment markets. We refrain from using prepackaged solutions and do not sell products. Our experience tells us “product” solutions can’t complete with a truly customized plan.
First, we discuss at length with the client what he or she wants to accomplish. We help set realistic expectations, while explaining the risks and rewards inherent in different approaches. Once an approach is agreed upon, we select the investment tools from a broad array of active and passive managers that satisfy our rigorous standards. We meet with clients regularly to discuss results and changes in their circumstances. Managers that don’t perform are monitored and replaced when necessary.
We are primarily a fee-only manager, which is fully agreed upon and disclosed. The number of clients we serve is purposely limited to allow us to provide the level of service that we would expect for ourselves.
Today’s financial markets offer many ways to invest. The amount of information is overwhelming and often confusing. A highly trained, seasoned advisor can make an important difference in your investment experience.