CUSTOMIZED PORTFOLIOS TO HELP YOU ACHIEVE YOUR GOALS AND PROTECT THE PURCHASING POWER OF YOUR WEALTH
INTELLIGENT INVESTMENT MANAGEMENT
Our approach to managing your money is based on helping you achieve what’s important to you. Whether it’s funding an education, buying a vacation home, or enjoying a retirement filled with travel, we know our clients have worked hard for their wealth and want to enjoy it on their terms.
We create and manage customized portfolios for each client following an intelligent, five-point approach:
We seek to fully understand your entire wealth picture so that the strategy we put in place works in harmony with other investments and income sources you may have. This means taking stock of all of your liquid assets, business interests, real estate investments, and income sources.
We will develop an investment strategy and construct a custom portfolio that will align with your goals and evolve throughout the course of your life. In doing so, we consider a suite of factors: your appetite and tolerance for risk, liquidity needs for major purchases or other investments, income needs, and your tax situation.
All of our portfolios are diversified and optimized to align with your risk/return profile over the long term. They are also intended to sustain all types of market environments. To achieve this objective, we allocate portfolios across asset classes, geographies, and sectors.
As a fiduciary, we use an open-architecture platform that is free of conflicts, commissions, and revenue-sharing arrangements. We select investments we believe will work best for our clients given their unique situation.
We are keenly aware of the importance of minimizing taxes to our clients, and consider the appropriateness of these strategies for your specific situation:
- Offsetting taxable gains with losses when appropriate opportunities arise
- Using tax-advantaged and tax-exempt investments when it makes sense
- Aligning tax-generating investments with tax- advantaged accounts whenever possible