A Different Approach to Wealth Management
Your investment strategy should match your circumstances and objectives. We engage clients throughout our relationship to ensure our solutions fit evolving needs.
Client Centric Strategy
Every client is unique. We develop and execute a suitable, comprehensive strategy for each individual client based on objectives, expectations, and risk tolerances. There are no model portfolios here.
Client Level Analysis
Our process-oriented approach produces 10-15 separate account-level reviews each year.
Clients should have the opportunity to understand everything about their portfolios. We engage clients with regular reviews to cover every aspect of their investments.
Our service extends beyond portfolio management.
Analysis: Clients are able to assess performance and review holdings with our quarterly statements.
Newsletter: Our quarterly client newsletter communicates our market insights as well as pertinent information.
Web site: In addition to pertinent firm information, our web site offers conversational blogs, white papers and our newsletter.
Clients can always find answers by phone, email, or text message.