BUILDING AND MANAGING YOUR PORTFOLIO

To be clear, we are not robo-advisors offering prepackaged, cookie-cutter portfolios. You deserve more than that and, quite frankly, your degree of wealth demands it. The brand of professional money management we provide encompasses deep knowledge, experience and personal attention focused on you – with the goal of building a portfolio that is personalized precisely to your needs, objectives and life.

Understand

To help us understand your financial objectives, we’ll ask you about your goals, risk tolerance, investment preferences, time horizon and other factors – and listen carefully to your answers. We’ll gather key information about your financial picture – your net worth, investments and other assets, your debts and other commitments, and any other data pertaining to your situation, such as estate plans or business succession plans.

Create

Next, we’ll analyze the financial and personal information you’ve shared with us in order to design a comprehensive wealth management plan based on your individual situation and preferences. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternative options and outline the steps we need to take in order to implement your plan with precision.

Implement

With your approval, we'll implement our plan using carefully selected investments tailored to your objectives and asset allocation requirements. Our team will handle all of the document processing and paperwork.

Monitor

Once your plan is implemented, we'll monitor your investments and the markets, always looking out for new opportunities. We will spend whatever time necessary to make sure our investment process is working for you 24/7. Our connection to you and commitment to your portfolio is neither defined by a clock nor confined to a 9-to-5 regimen. You are always our focus – which is why we’re always here for you.