Portfolio Management Services
Our advisors have worked with individuals, families, businesses and institutions for decades – to deliver services and solutions that help build, preserve and manage wealth.
We look to provide excellence, by pursuing results in excess of our benchmarks through active portfolio management.
Our commitment has always been to offer a broad range of investment options. We have access to professional portfolio management solutions that draw on a wealth of expertise.
We are fully dedicated with a dual purpose of management of money and to the dedication of satisfaction of our clients. We do this with an objective and proactive approach that reflects the intricacies and complexities of each situation.
INVESTMENT MANAGEMENT TAILORED TO YOUR NEEDS
Rather than using “one-size- fits-all” investment management strategies, we build and manage custom portfolios intended to help achieve the individual objectives of each client. Our success, therefore, depends upon a detailed understanding of each of our clients, as guided and documented by an in-depth financial plan. We recognize that investing for your financial future entails a significant emotional commitment for clients. Our job is to employ logic and process to help manage client emotions and overcome behavioral errors.
Each client engagement begins with a holistic review that enables our team to understand their financial needs, desires and goals. We then analyze their current financial situation and use this information to structure a detailed plan that is tailored to help best achieve their financial objectives.
We customize wealth management solutions to help achieve the unique investment goals of each individual client. Our independent approach attempts to prudently preserve and grow the wealth of our clients by diversifying their investments intelligently, emphasizing tax-efficiency and ensuring that expenses remain fair and transparent.
Our focus on individual investors means that we evaluate investments based on their after-tax returns. Our team works to build diversified portfolios using a combination of low expense, tax efficient investments with a focus on passive investing and active management when the portfolio expense is justified by the potential risk adjusted returns.
We aspire to build client relationships that will endure from generation to generation. Many of these clients come to us with their own attorney, accountants, and/or insurance professionals already engaged. Our mission is not to replace these other advisors. Rather it is to make sure that all of these advisors are working together as a coordinated team focusing on your objectives.