Matching investments to your individual objectives

Your goals and needs are unique, so we believe your investment strategy should follow suit. Using our extensive experience with the various choices for your portfolio, we can help customize an investment mix that is the right fit for your circumstances.

Our priorities are to preserve your wealth, pursue a reasonable rate of return and counter the erosive effects of inflation and taxes. We have access to a wealth of quality investment opportunities to fit your objective, whether it is growth, capital preservation, income or other factors.

Our investment management approach begins by understanding your life goals, risk tolerances, liquidity needs, tax liabilities and financial responsibilities. We then work in close collaboration with you and our select roster of experienced money managers to create an investment strategy and portfolio designed to strive for your objectives.

We believe diversification across a broad spectrum of asset classes is the best way to help our clients pursue their long-term objectives, balancing risk and return. In addition, we believe true diversification requires managing cash flows across and within asset classes in various market environments.

We also believe that a proper allocation among different investments and asset classes can be an effective way to pursue your goals. We build target asset allocation models that balance capital preservation, growth and income generation. We employ efficient and cost-effective securities to create a broadly diversified core portfolio and rely on specialized satellite strategies to achieve specific objectives. Our asset allocation models are dynamic and generally become more conservative as our clients age.

The specialized services we offer incorporate everything from alternative investments to estate planning, charitable giving strategies to trust services.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

If you want to live a happy life, tie it to a goal.
Albert Einstein