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Our Approach
Investment Philosophy
Every client has unique needs. We coordinate our knowledge and expertise to create wealth management solutions based on each client’s goals and objectives. We build customized globally diversified portfolios using mutual funds, exchange-traded funds, and third-party money managers.
Investment Philosophy
We focus on what is important.
As comprehensive wealth management advisors, we provide fiduciary consulting; investment management and consulting; strategic and active asset allocation strategies; dynamic allocation programs; risk management; personal financial planning; retirement and college planning; social security maximization, and employer-sponsored retirement plan consulting. We work with individuals and families; small and large businesses; and non-profit organizations to develop the appropriate financial strategies to meet stated goals. As a team, we focus on helping clients and businesses meet their financial goals. Our expertise includes:
Investment
Management
Retirement
Planning
Charitable
Planning
Estate
Planning
Employer &
Executive Benefits
Education
Funding
Insurance
Planning
Our Focus
Wealth Management Process
Review
- Quarterly performance reports
- Quarterly asset allocation review
- Annual review of financial plan
Review Documents & Assess Needs
- Wealth Management documents
- Asset statements
- Trust, tax, and estate documents
Actualize Investments
- Exchange traded funds
- Mutual funds
- Separately managed accounts
Delineate Strategy
- Financial plan
- Investment policy statement
Monitor
Formalize
Organize
Implement
Wealth Management Process
Sustainable Investing
ESG investing, which typically assesses the factors listed below, offers a way to invest in securities that consider environmental, social and governance issues. As an investment option for our clients, we provide ESG portfolios that are diversified, globally allocated, low-cost, and holds funds with an ESG mandate.
Environment
- Climate change
- Environmental policy
- Deforestation
- Pollution
Social
- Human rights
- Health and safety
- Diversity
- Labor standards
Governance
- Risk management
- Executive pay
- Ethics
- Transparency
Sustainable Investing
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