Within the context of a client's unique family wealth narrative, we provide comprehensive wealth management services in three key areas:
As investment professionals, we help our clients make smart decisions about their investments and their business interests. With respect to the latter, our business consulting is enhanced through our professional network of experts in all relevant disciplines.
Our investment philosophy is based upon Modern Portfolio Theory and Nobel-prize winning scholarship in the science of investing in the capital markets. We always begin with the end in mind and set a course of recommended actions designed to realize the short-term, intermediate, and long-term financial objectives of our clients.
In accord with a written Investment Policy Statement and custom-tailored Investment Plan, we build global market portfolios that are broadly diversified by using specially designed asset class mutual funds. Our portfolios include equity, fixed income and a range of alternative investments. We rebalance our portfolios and make all necessary adjustments as needed.
Advanced planning has four key dimensions:
As relationship managers, our first priority is to deliver exceptional service to our clients. In our role as their Personal Chief Financial Officer, we facilitate and oversee the timely execution and periodic review of all advanced planning elements in each customized wealth plan. To that end, we work with our client’s CPA, tax attorney, estate planning attorney, or insurance expert, and, whenever needed, with our network of credentialed professionals to get the plan fully implemented.