It starts with a plan

Discover

We develop an understanding of what is most important to you by using insightful questions and guidance. Our approach often helps people better understand and define their own purpose, passion and the ways in which they want to make an impact. We also focus on learning your unique perspectives and beliefs related to investment preferences and risk mitigation objectives.

Develop

We create a plan designed to address every aspect of your financial life. We develop an approach that can help you have the confidence that everything is covered and that you are not missing important opportunities and risks. We explore all types of investments that are appropriate for you including traditional equity, fixed income, alternatives (private equity, hedging strategies, real assets), active and passive indexing strategies and money managers. We believe that investing should not be a “black box.” We take the time to explain everything and use an educational and consultative approach in the spirit of being your partner who is fully engaged in what matters to you.

Investment strategy

Once we determine the appropriate allocation for you, we develop and execute a portfolio that leverages a wide variety of investment methods and securities. If all you have is a hammer, everything looks like a nail. Limiting execution to “value” investing or “index” investing reduces investment options that might improve portfolio performance and/or reduce volatility. We believe in active indexing/management in markets undergoing change and in optimizing for total performance with a wide market lens. We also believe that taxes play a very important role. Being tax- and fee-efficient is very important to us.

Review and pivot

As the market shifts, we make tactical and fundamental changes to your allocation and investments such that we are leaning into known possible opportunities and leaning away from known possible risks. As your priorities change, we review your investment strategy to ensure it remains suitably aligned with your goals, recommending adjustments where needed.

Seek growth

We believe in seeking growth and total return while mitigating risk where possible. It is common to have multiple financial goals using several investment strategies that require ongoing monitoring, adjustment and management. Part of this may include sophisticated investment opportunities with advanced risk and reward profiles that are available only to qualified investors.

Manage risk and help preserve

Pursuing growth while managing risk can help reduce portfolio volatility and can make a difference for long-term investments. Managing risk becomes more important when we are approaching, or we reach our financial goals for retirement and meaningful impact for our family, community and legacy. Managing risk is also important if you want to create durable, multi-generational family wealth. We help devise structures of stewardship through family governance and a variety of financial vehicles.

Service and support

In supporting you, we strive to go beyond being responsive and timely. We seek to be proactive and to anticipate your needs. Your interactions with us will be with team members whom you know, people who care about you, your family and your business.