When we create your investment portfolio, we combine extensive research, due diligence and portfolio modeling that results in a smart strategy designed for you and your family.
A personalized approach
Every investment strategy begins with a conversation. We discuss your investment history and experience, your short and long-term needs, your retirement horizon, and the level of risk you are comfortable taking in order to clarify and better define your investment goals. Then we draw on these insights to build a diversified portfolio that’s closely aligned with your financial objectives.
An integrated team
We put a team of more than a dozen experts including investment managers, equity and fixed-income analysts, market strategists and research specialists to work for you. They seek out and review thousands of opportunities—carefully evaluating the associated costs and tax efficiencies as well as projected performance—before arriving at the right investment approach for you.
The team we employ includes:
- Certified Financial Planner practitioners (CFP)
- Chartered Financial Analysts (CFA)
- Certified Investment Management Analysts (CIMA)
- Masters of Business Administration (MBA)
- Chartered Alternative Investment Analyst (CAIA)
We select team members not only for their impressive designations and expertise, but also for their ability to work together to develop smart investment strategies.
You should never have to wonder: “How am I doing?”
That’s why we provide reporting tools designed to help our clients see their financial picture clearly at all times.
Our clear, concise reports capture a wide range of information and present it in an easy-to-grasp format that lets you understand how your investments are performing. Every report compares your portfolio to industry benchmarks and the goals you’ve set.
View all of your assets in one place
Plus, we give you access to the latest technology for keeping track of all your investments—not just those you hold with us. From your own secure, online portal, you can see all your holdings, including 401(k)s, college funds, or private equity investments held with any other custodians you use. Your complete financial picture is there any time you need it, and the data is updated on a daily basis.