OUR PROCESS

We appreciate the responsibilities as well as the opportunities that wealth brings. Using your goals as a guide, we craft the best solutions for your needs. We draw on our extensive experience with generations of families to design creative, advantageous strategies to reach your goals.

OUR INVESTMENT PHILOSOPHY

We consider ourselves primarily as Risk Managers.  Financial advisors do not have a crystal ball.  By utilizing a fact-based approach to managing our clients' wealth, we utilize supply and demand analysis to determine market exposure, identifying out-performers to include in our investment strategies. Together, this gives us the "what" and "when" - the two essential ingredients of a successful portfolio.

There will be many different economic, political and market events that are beyond our control.  Investors are not hardwired to make rational decisions when confronted with emotional situations or challenging facts in regards to their investments.  Our mission is to help our clients through the ups and downs.  We believe that an evidence-based investing approach, coupled with in-depth financial planning, is the best way to achieve our client's goals.  

WHO WE SERVE

As a Registered Investment Advisor (RIA) we have a fiduciary duty to give the most appropriate advice to each and every client. A fiduciary is someone who has the legal obligation to do what is right for the other person in the relationship - such as a lawyer, doctor or accountant.  We typically serve high net-worth investors and institutions.  Our clients range from the successful entrepreneur looking to pass the business on to his children to institutions looking to define their objectives and plot a course of action that is both strategic in its long-range objective and tactical in delivering immediate advantages.  We look forward to working with you and your family because we are focused on Generational Family Wealth Management.