What are your passions?
What are your values?
What do you want to achieve with your money?
How comfortable are you with risk, and how much risk is appropriate given your goals?
How we do it
We start by getting to know you as a person — not just what you do, but who you are.
We use this information to construct an investment portfolio and financial plan designed to get you where you want to go. Then we continuously refine your plan and portfolio, adjusting due to changes in your life, the financial markets, our general economic outlook and/or the theories driving our current investment philosophy.
our team
technology
collaboration
security
our
process
Our team holds regular investment roundtable meetings, focusing on research, analytics, collaboration and oversight. We create investment portfolios in-house and, where appropriate, use carefully vetted outside managers, receiving no compensation of any kind for such selection.
Technology is crucial to our success, and we partner with some of the leading technology providers in the financial service industry. Through these partnerships, we offer best-of-breed solutions on everything from portfolio and performance reporting to planning.
Ultimately, our process is rooted in thoughtful collaboration—with our clients, team and service providers—and through our constant drive to achieve your goals.
For our IT, cybersecurity and regulatory compliance needs, we partner with Itegria, a highly respected firm that also provides an added layer of security in the form of sensitive data protection and continuous backups.
