An array of investment strategies
Delivering on an extraordinary commitment to service
We pride ourselves on providing the level of dedicated service one might find in a private wealth management boutique or high-level family office. We are highly responsive to our clients’ needs, requests, questions and concerns.
While we hold investment review meetings with our clients regularly, it is common practice to contact them by phone or email on a regular basis between scheduled meetings. When appropriate, our advisors are known to visit a client’s home or business to review documents and sign paperwork.
Our group also puts an extraordinary emphasis on not only knowing the heads or stewards of each family, but their spouses, children and grandchildren as well. We strive to understand their family dynamics and make a concerted effort to include all decision makers in our conversations and meetings. We want our clients to consider us not merely investment managers, but as their personally engaged family wealth manager.
