Gathering Your Information

By learning what you're all about, we'll design a plan centered on your goals.

Investing and wealth management aren't things you do once and then forget about. They're an exercise in holistic, long-term planning and thinking. After all, your wealth affects every part of your life – and that means the way it's managed will, too. How do you see your wealth supporting philanthropic causes? Are you planning to fund a child's education? How may these decisions influence your ability to leave a meaningful legacy?

After getting to know you, our next step is learning about you. And while there's far more to your story than financial statements and spreadsheets, the information we receive from you will help us develop your unique Investment Policy Statement – the guiding document behind your overall plan. Then, we'll conduct thorough quantitative analyses of your current investments and evaluate what's working and what we'd like to improve. In keeping with our philosophy of holistic planning, we'll work closely with your other advisors – such as your CPA and attorney – or recommend outside service providers as appropriate.

Of course, your information will change over time – just like the regulatory, tax and market conditions affecting them. So, we'll conduct reviews scheduled at your desired frequency to assess your holdings and recommend adjustments to your plan when we feel they are warranted. Our goal is for you to feel confident, so we work diligently to keep on top of any changes that may impact your plan's ability to address your objectives.