We provide a tailored approach to investment management and financial planning that puts our clients first. This starts with a comprehensive assessment of your financial situation that informs your investment strategy and considers important factors outside of your portfolio. If you already own investments such as annuities, can discuss and provide information about them to help determine if they make sense for your investment goals. This results in a personalized investing approach consistent with your goals and needs.
Financial Planning
Our approach to financial planning is simple. Where some firms might create a seemingly complex financial plan in order to sell you pre-packaged, commission-based products, doesn’t. Instead, we focus on providing you with a personalized plan that serves as the basis for a portfolio tailored to your financial situation and goals.
Portfolio Management
We don’t sell cookie-cutter portfolios. We take time to understand your overall financial situation, including your financial goals, needs, investment time horizon and much more. At the conclusion of this detailed review, we provide you with a portfolio strategy recommendation, which we believe will maximize the probability of achieving your investment goals and objectives.
Focused on you
Proactive Advice
As a client, you’ll hear regularly from an Investment Counselor who knows you by name and keeps you updated on your portfolio strategy and investments. Our goal is to help you understand what is going on in your account and why—so you feel comfortable with your strategy.
Institutional Expertise
Corporations, pension funds, endowments and other institutions conduct in-depth analysis and thoroughly scrutinize a number of investment advisers before hiring one. has a long history of managing assets for such institutions and provides that institutional knowledge to individuals and families. Investing with us means you get a disciplined investment strategy along with our high-touch client service.
Global Opportunities
We seek to maximize opportunities and manage risk by investing globally. Many investors wrongly focus solely on stocks from their home country. We believe this ignores vast investment opportunities. Home-country bias may also lead to a lack of portfolio diversification. Investing globally helps us take advantage of worldwide opportunities other money managers may miss.
- Secretarial and Registration
- Task Management
- Core and Entity Database
- Accounting and Investing
Our Approach
Throughout our history, has worked in our clients’ best interests by thinking and acting independently to find innovative and data-proven investment solutions. Our experience, personalized approach and commitment to serving our clients make us unique in our industry. We can help you achieve your financial goals through tailored money management, world-class client service, unique perspectives and a fee structure designed for your success.
Understand Your Financial Goals
Every investor’s situation is unique. Having a good understanding of your financial goals is an important first step in the wealth management process. We listen to your needs, assess your situation and work with you to develop an investment strategy that helps achieve your goals. Whether you are just starting to plan for your retirement or are already there, our guidance can help keep you on track.
Tailor a Portfolio for You
We begin by getting a thorough understanding of your personal situation, goals and needs. We use this information in our top-down investment process to determine the mix of stocks, bonds, cash or other securities that maximizes the likelihood of reaching your financial goals. We believe this decision has the biggest impact on returns over time.
From there, we emphasize parts of the market we believe will perform best, such as different countries and stock market sectors.
Finally, we analyze individual securities and select the ones we believe best capture our high-level views.
We believe this flexible, active approach to portfolio management enables us to capitalize on global investing opportunities and help you achieve your financial goals.
Keep You on Track
As a client, you’ll hear from us regularly to make sure you're informed about our market outlook and help ensure your portfolio continues to serve your financial needs. Many investors are often tempted to stray from the path to their financial goals, which is why we focus on providing unparalleled client service. As a client, you’ll have an Investment Counselor who provides you with regular, ongoing updates on the market and your portfolio.
Provide Continuous Education
Once you become a client, your Investment Counselor will serve as a long-term resource for information and support. You’ll also have access to exclusive educational resources such as seminars, webinars and other communications from senior members of the firm’s investment team.