CUSTOMIZED PORTFOLIOS TO HELP YOU ACHIEVE YOUR GOALS AND PROTECT THE PURCHASING POWER OF YOUR WEALTH
INTELLIGENT INVESTMENT MANAGEMENT
We create and manage customized portfolios for each client following a 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 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 and consider the appropriateness of strategies for your specific situation.