What kind of life do you have in mind? What kind of legacy do you want to leave? What kind of investments do you feel comfortable making? These are just a few of the many questions that will help us get to know you beyond your money. Sure money is important. But it’s only part of the equation. The other part is enabling you to pursue the life you’ve always envisioned. And for us, it means understanding what that life really is in order to build a personalized portfolio that will provide you with both the means and the confidence to pursue it.

The best place to start when building a portfolio

is getting to know the person who will own it.