Investment Strategies

How We Work with You

You’re cor­dially invited to become our next suc­cess story.

As a client you’ll work directly with an expe­ri­enced invest­ment advi­sor. He or she will get to know you and what you want your money to do for you and then develop a com­pre­hen­sive finan­cial plan based on a num­ber of fac­tors, including:

• Your over­all finan­cial goals and objectives
• Your cur­rent finan­cial con­di­tion and resources
• Your tol­er­ance for invest­ment risk

We’ll also talk with you about things that many other finan­cial advi­sors don’t — such as your val­ues, your hopes, your fears and your non-financial goals. Because we are com­pen­sated only by client fees, you can be sure that our advice is objec­tive and unbi­ased and unaf­fected by any incen­tive to rec­om­mend one invest­ment over another. Our only goal is to help you secure your finan­cial future.

When we have fully explored your finan­cial objec­tives, your advi­sor devel­ops an invest­ment strat­egy and cre­ates a per­son­al­ized port­fo­lio designed to meet your needs and your tol­er­ance for risk. Our advi­sors are sup­ported by a team of invest­ment pro­fes­sion­als with vast expe­ri­ence in invest­ment selec­tion and port­fo­lio man­age­ment and who use a rig­or­ous methodology.

Your port­fo­lio under­goes an exten­sive per­for­mance review quar­terly. You’ll receive reports quar­terly detail­ing indi­vid­ual hold­ings, mar­ket value and activ­ity, as well as a quar­terly per­for­mance review which com­pares your invest­ment returns to appro­pri­ate benchmarks.

You will also receive our quar­terly client newslet­ter and be invited to peri­odic sem­i­nars. The more you know about invest­ing, the more you will appre­ci­ate our rig­or­ous approach.