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:
Wealth Management Process
- 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
- Exchange traded funds
- Mutual funds
- Separately managed accounts
- Financial plan
- Investment policy statement
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.
- Climate change
- Environmental policy
- Human rights
- Health and safety
- Labor standards
- Risk management
- Executive pay