INVESTMENT APPROACH

INVESTING THROUGH THE PERSPECTIVE OF OUR CLIENTS

We invest time with each client so that we know their unique goals, obligations, income and liquidity needs in the context of their estate and financial planning.   Additionally, we construct a client statement of understanding which includes asset classes we plan to utilize and a percentage range of participation for each asset class.   The client affirms this recommendation or we adjust the plan after further discussion.   Plans are monitored, reviewed and adjusted based upon changes in a client’s situation.

INVESTING THROUGH OUR PERSPECTIVE ON THE MARKETS

We are risk managers whose investment process includes:
  • Diversification among and within assets classes in markets around the world
  • Structuring client portfolios with a core of individual equities that incorporates a blend of value and growth stocks
  • Investing in high quality fixed income instruments
  • Investing in alternative & hard asset investments on a selective basis
  • Attention to the tax implications of each client's portfolio