Investment Planning

Every asset must have a purpose. Because of our deep planning expertise, we are able to bring a unique approach to investment management by combining the skills of our planning experts with our investment experts. We believe there are two critical aspects when deciding how and where to invest money.

The first is to clearly identify the lifetime objectives to be accomplished and integrate the planning strategies to tax efficiently accomplish each objective. With a clear understanding of these objectives, we construct customized portfolios to meet these objectives.

The second is to design and define appropriate investment strategies and vehicles with superior risk adjusted characteristics in each investment category needed in the customized investment portfolio. Our transparent, aggregated reporting clearly measures portfolio performance and tracks the portfolio assets relative to planning objectives.

We provide independent, objective advice, act solely in our clients' best interests and are held to the highest regulatory standard in a fiduciary capacity. We do not market proprietary products, are independent and conflict free. Our sole source of compensation is from our clients. We sit at the same side of the table advising our clients, providing independent objective advice.