Family Office style
We are fiduciaries. We plan and invest based on what we determine is best for you. We focus on your unique set of circumstances and choose and plan accordingly.
AN EXCEPTIONAL CLIENT EXPERIENCE
Our service approach is customized to your needs and each member of your team understands their role in achieving a high level of service. Our goal is to anticipate your needs, listen to you, and deliver service that exceeds your expectations.
Whether your questions are operational, investment related or financial planning specific, a team of qualified partners is available to help.
PERSONALIZED WEALTH MANAGEMENT
It is our mission to bring the comprehensive support enjoyed by the wealthiest individuals to families like yours through our family office style approach..
We understand that managing your wealth is a complex equation that requires balancing investments, taxes, legacy planning, liquidity management, and more, with the goal of achieving and protecting your financial aspirations. That’s why we’ve created a framework that brings in-house and affiliated professional resources to create an integrated, holistic vision for all your investment, tax, and legacy decisions.
IN-DEPTH FINANCIAL PLANNING
Your financial life is complex, with interconnected needs and goals.
Our discovery process goes far beyond the reviews conducted by most investment advisors. We work with you to drill down into tax concerns, income sources, and risk concentrations across all your exposures.
Once we understand your risks, opportunities, and objectives in real-world terms, we work across specialized teams to build plans by leveraging access to specialized, actively-managed strategies with the potential to hedge against risk while seeking to take advantage of the market’s upside.
EFFICIENT INFRASTRUCTURE
Our in-house investment infrastructure not only creates access to specialized investments, it it empowers us to customize strategies quickly and efficiently, reducing costs for our clients.
We have the flexibility and independence to look beyond traditional asset classes to explore non-traditional thinking and differentiated sources of return. Our investment infrastructure is dynamic enough to put our latest research and insights into practice in ways beyond the capabilities of most other wealth advisory firms.
TRANSPARENCY AND COMMUNICATION
We treat your family’s wealth like a business. You are the Chairperson. We are the COO, CFO, and CIO charged with giving you clearly articulated plans with transparent success metrics, followed up by detailed reporting.
Communication across all your needs and objectives is both structured through quarterly updates and constant through frequent touchpoints. As with any business, our work on your behalf is an ongoing collaborative process and rediscovery to ensure our tactics align with current conditions and reflect your evolving goals.
A CONSTANT FOCUS ON YOU
The bottom line is to expect a different level of interaction that asks questions far beyond the checkbox approach of so many investment managers.
Our family office style experience doesn’t end once you’re onboard. It’s ongoing and structured — with your team always a phone call away. We believe it is the wealth management engagement you deserve.
AN EXCEPTIONAL CLIENT EXPERIENCE
Our service approach is customized to your needs and each member of your team understands their role in achieving a high level of service. Our goal is to anticipate your needs, listen to you, and deliver service that exceeds your expectations.
Whether your questions are operational, investment related or financial planning specific, a team of qualified partners is available to help.
CUSTOMIZED INVESTMENT MANAGEMENT
You are not like everyone else. Your portfolio should not be either.
We work with our clients to establish a portfolio that will meet their long-term goals, while protecting what they already have. Tactical asset allocation, plus on-going investment reviews and adjustments, keeps our clients well-positioned through the ups and downs of the global market.
IN-DEPTH FINANCIAL PLANNING
A comprehensive financial plan can help you plan for the expected and be prepared for the unexpected.
Our in-depth data gathering and one-on-one interactive process results in a truly tailored financial plan that makes us stand apart. No templates or one-size-fits-all compromises here.
We work closely with your other professional advisors to ensure an effective and coordinated implementation.
INDEPENDENT AND OBJECTIVE
We are proud to be 100% independently and locally owned. This allows us to use an objective open architecture approach to find the best companies to partner with in order to bring our clients exceptional service. Our fiduciary responsibilities allow for nothing less.
Our fee-only structure means we receive no commissions of any kind, resulting in our interests being completely aligned with our clients. Try asking the same question at any of the large Wall Street brokerage firms. You might not like their answer.
DEEP FINANCIAL KNOWLEDGE
Any successful organization is built on a successful team. Ours is no exception. We have assembled a group that includes four Chartered Financial Analyst® charterholders, nine financial planning professionals, former investment bankers and CPAs, and a wide range of professional competencies.
With an employee average of almost 20 years of experience, we are able to draw from a deep pool of financial knowledge in order to answer your complex questions.
THE RIGHT SIZE
There are a variety of firm sizes when it comes to asset management. Some are global behemoths. Impersonal and sales-oriented. Too big to fail.
Others are small and operated by a single advisor. Limited resources and uncertain long-term futures.
We think our size is “just right”. We have the deep knowledge and resources a discerning client requires, with a deft personal touch and strong long-term roots in the community. Our clients value being able to pick up the phone and talk directly to their portfolio manager.