How we are different
Our goal is to forge long-term multi-generational relationships with our clients. We believe investing and financial planning go hand in hand, so we seek to understand your needs and where you are in life. We offer financial planning by the same professionals who are managing your wealth. This not only gives you direct contact with the person handling your money, it allows us to understand changes in your investment needs and gives us a deeper understanding of your financial situation. We are quick to respond and communicate with our clients. And because we take a holistic approach to managing your wealth, we work alongside your other professionals to understand your financial needs and goals.
What we offer
- Discretionary portfolio management.
- Detailed financial planning for your retirement, tax and estate issues. Our team works alongside your other professionals—including lawyers and accountants—to get a holistic view of your financial needs.
- Transparent fee structure with no performance bonus.
- A secure web portal to view quarterly reports and personal documentation.
- Quarterly updates.
- Direct contact with your investment team.
- Monthly custodial statements and online account access to view your portfolio.
Performance available upon request.