Investment management is one of our core competencies. Whether it’s your personal wealth or business, your company retirement plan or serving others thru managing non-profits and foundations, our investment management process is tailored to your specific needs.
We use the following principles when managing your assets:
Every account we manage has a purpose. Investments necessarily involve some risk, and each portfolio from conservative to aggressive is designed to seek the best returns for our clients for the risk they take.
Our toolbox of investment options is broad and deep. Each job in a portfolio requires a unique solution, thus we analyze tens of thousands of funds, exchange traded products, individual stocks & bonds, and alternative investments as the backbone of our buy and sell process.
Putting clients first means rejecting proprietary investments and conflicted advice. Why work with a firm whose broker-dealer creates their own products or underwrites securities on Wall Street? We are client advocates in the marketplace and team with likeminded partners.
In assessing each investment, we look at the past returns and expected performance, risk, cost, tax-efficiency, manager effectiveness, peer group alternatives, and overall prospects using a variety of professional tools.