An in-depth and informed financial planning approach
Our seasoned team of professionals embodies a distinct blend of academic rigor and analytical precision, grounded in a process-driven, factually informed approach to investing. The result extends beyond mere financial management; it’s about transformation, education and helping our clients leave a meaningful legacy.
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We work with clients who seek – and value – a comprehensive financial plan. Our thorough approach helps to ensure that strategies are in place to help each client pursue their goals. We seek to be a resource for clients and make ourselves accessible to answer your questions and queries.
Our comprehensive planning approach places a strong emphasis on education, where clients are encouraged to learn and actively participate in the creation of their financial plans. We have found that following this approach helps our clients cultivate confidence and assume responsibility for the plan from its inception, and as it undergoes subsequent revisions in response to changing circumstances.
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Many of our clients do not see themselves as philanthropists, but we have found that when we share our knowledge and experience of charitable planning and giving strategies, the people we serve become enthusiastic about what they can achieve for their families, organizations and causes they care about.
We see it as our role to increase our clients’ awareness of the variety, and access to the breadth, of charitable strategies that are available to them. After all, the confluence between our values and financial resources is philanthropy.
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We have a defined process for investment management and believe that using an academically based, disciplined process provides our clients with a greater ability to achieve their goals and objectives.
Our approach includes an in-depth discovery process that evaluates your risk tolerance in tandem with your financial goals. Our investment approach is steeped in academia, utilizing principles from Nobel Prize recipients Harry Markowitz, Daniel Kahneman and Eugene Fama among others.
Through repeated experience, we feel strongly that our most important role as your financial advisor is to short circuit the temptation to invest in hyped up alternative investments, often wrapped in the guise of “exclusivity.” Anecdotal strategies stand directly opposed to our commitment to evidence and academically based strategies.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.