Utilizing a proprietary research process, we identify top-quality managers with disciplined investment approaches and proven track records of superior performance. We build a diversified portfolio that caters to our clients’ unique needs.
Once your customized portfolio is established, we ensure that your investments continue to be in line with your financial plan. We constantly monitor the investment environment and rebalance your portfolio as necessary.
We believe that our disciplined investment strategy provides a superior experience for our clients and is preferable to the traditional approach of mutual funds.
Our approach to fees: Investment consulting services are compensated solely on a fee-based structure based on your assets under management, which are clearly labeled on all account statements. We do not receive commissions, kickbacks, or compensation from any other sources. We strongly believe that this puts us squarely on the same side of the table as our clients while eliminating any potential conflicts of interest. Simply stated, our clients’ success is our own.
Wealth Management Services Include:
- Wealth Preservation Strategies
- Income Strategies
- Portfolio Design
- Asset Allocation
- Account performance, net of all fees, versus the portfolio benchmark