Our clients have unique financial needs and objectives.  We provide investment management work to clients in the context of their overall financial situation including:
  • Engaging clients and their other professional advisers to develop an integrated wealth management plan
  • Implementing wealth transfer strategies
  • Incorporating into our investment planning each client's financial interests beyond the portfolios that we manage
  • Planning with trustees and beneficiaries on optimal strategies for their trusts
  • Managing each portfolio with respect to its tax status and purpose
  • Re-balancing each client's portfolio to maintain a risk profile that is consistent with their objectives
  • Working with clients to address their cash-flow needs
  • Working with clients on their philanthropic interests
  • Leveraging our banking expertise to refer clients according to their needs