Investment Advisory
Our investment focus is three fold: maximizing returns, minimizing taxes and expenses and controlling risk through proper diversification. We work through the investment process with our clients to design a portfolio structure that successfully integrates the family needs with the realities of the financial marketplace.
A customized investment strategy is developed to accomplish the objectives articulated by the client, and then implement the investment plan using, individually or in combination, independent outside separate account portfolio money managers, stock and fixed income mutual funds, and individual fixed income securities.
We are compensated exclusively by a percentage fee for assets under investment management. We take no proprietary interest in any investments we may recommend to our clients. Consequently, our clients can be confident that we operate only with their best interest in mind.