Developing a comprehensive picture of your business

Our hands-on, customized approach enables us to develop an investment plan that is most appropriate for each individual client – and since we have selected the securities in the portfolio, it also gives us a high level of accountability. For the vast majority of our clients, we personally construct their portfolios using what we feel are high-quality, dividend-paying stocks, and other low-cost, tax-efficient investment vehicles, including exchange-traded funds (ETFs) and fixed-income securities.

Our investment advice is based upon time-tested investment strategies and decades of experience advising affluent families and institutional clients. Our goal is to efficiently manage capital gains and losses, and keep investment expenses in check while ensuring effective tax management.

Before we begin constructing your investment portfolio, it is incumbent upon us to understand your objectives, preferences and tolerance for volatility, as well as needs such as cash flow and income. We are keenly aware that taxes can adversely affect long-term portfolio values and income, and that investment costs can impact your outcomes in a similar way.

We pride ourselves on transparency with respect to all aspects of your portfolio. We will make sure you know what investments you own and how they are performing. Any recommended changes to our investment strategy will be communicated, so that you are always up to date.