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.

 

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

Estate

Planning

Retirement

Planning

Employer &

Executive Benefits

Tax

Planning

Education

Funding

Charitable

Planning

Insurance

Planning

 

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

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Monitor

Formalize

Organize

Implement

 

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.

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Environment

- Climate change

- Environmental policy

- Deforestation

- Pollution

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Social

- Human rights

- Health and safety

- Diversity 

- Labor standards

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Governance

- Risk management

- Executive pay

- Ethics

- Transparency