Why Do Clients' Choose Us
Why Clients' Choose Us
We have been working with wealthy individuals, families, and institutions for decades and we understand that wealth has to do with a lot more than money. It is the means to achieve life goals. We look to make a difference in your life by understanding where you want to go and helping you get there.
There are two parts to the process:
Financial Planning
We begin by learning everything we can about your financial goals, life experiences, family needs, comfort with risks, time horizon and more. We discuss your current holdings and investing experience. Then, we roll up our sleeves and get to work with you by our side completing a financial plan.
Investment Management
We build investment portfolios individually tailored to meet your goals. The investments are value-oriented, balanced, and globally diversified with a steadfast focus on both long-term growth and income generation. Decisions are based on longer term fundamentals rather than short-term price considerations.
Your portfolio is then closely monitored. Performance is tracked, rebalancing is done when necessary, and portfolios are managed with tax efficiency in mind. You receive comprehensive quarterly reports and regular face to face meetings
We also serve as the hub for your financial life, collaborating with accountants, attorneys, and other professional advisors. This way, all decisions are in line with your long-term objectives.
Our Vision
Reach your dreams.
You drive every decision we make. We listen to you, focus on your goals and life experiences, and create individualized portfolios and wealth management strategies to help get you where you want to go. Your voice matters. Understanding your unique needs is the only way to design around your best interests. We are here to advocate for you.
Do the things you love.
We know you appreciate balance, which is why we combine discipline and innovation to help deliver optimal results. Our thoughtful decisions are based on research and experienced judgment. This process is designed to provide stability and success for you.
Enjoy life.
It is okay if you do not have the time, energy, or inclination to navigate the financial landscape as it relates to all aspects of your lives – because we do. Count on us to deliver comprehensive investment management solutions – strengthening your overall financial well-being.
Our Role as your Fiduciary
As fiduciaries, we are legally bound by the Fiduciary Standard. The five core principles of the Fiduciary Standard are:
- Put the client’s best interests first.
- Act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
- Do not mislead clients; provide conspicuous, full, and fair disclosure of all important facts.
- Avoid conflicts of interests.
- Fully disclose and fairly manage, in the clients’ favor, unavoidable conflicts.
These five principles drive our decision making daily.