We customize a financial plan and investment portfolio to every client. As portfolio managers, we are committed to making sure that every recommendation we make reflects and represents each client’s individual goals, needs, concerns, family dynamics and financial scenario.
As a result, we employ a full range of services to help us accomplish this mission. We enable our clients to choose how we engage with them, whether they want to utilize us exclusively for asset management or whether they wish to rely on us for comprehensive financial planning that addresses the financial matters in their lives beyond just investments – such as tax, insurance, education and estate planning.
Our objectives are to preserve your wealth, achieve a reasonable rate of return, and counter the erosive effects of taxes and inflation. We know that a proper asset allocation among cash, equity, fixed-income securities and alternative investments can be an effective way to pursue investment goals. We believe the formula for investment management should include the key components of skilled investment research, long-term planning and a well-managed professional relationship.
Asset allocation does not guarantee a profit nor protect against loss. Holding investments for the long term does not insure a profitable outcome. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
There’s much more to your life than simple transactions and returns. Similarly, there’s more to financial planning than just a portfolio and a retirement strategy. You have many things to plan for today, tomorrow and well into the future, so we look at financial planning through a wide lens and develop strategies designed to keep you comfortable in the present, while helping you reach your near- and long-term goals.
Our comprehensive financial planning services include: