Wealth is neither created overnight nor preserved by accident. We manage each of our client’s assets with their specific goals and situation in mind. Our asset management approach, developed and refined over decades, utilizes asset allocation as its primary portfolio strategy.
What We Believe
For asset management, and most things in life – we believe that thinking is better than not thinking. What we mean by this, is that we believe there is value in researching and analyzing different companies or investments, and not just buying all of them within parameters, like an index. All companies are not inherently equal, all CEOs are not equal, and all products are not equal. There are differentiating factors that may produce superior long-term results given their business model, supply, demand, financials, economic cycles, etc.
While no single investment approach can guarantee success, we believe that asset allocation can temper the ups and downs of the market and enhance portfolio returns. By spreading your investments across different types of stocks, bonds, and cash equivalents, your portfolio is able to participate in a variety of market conditions while seeking to reduce overall risk.
A thorough and well thought portfolio strategy is one that seeks to protect from the twin threats of inflation and taxes, in addition to investment loss. Our diversification strategies utilize portfolio managers in addition to robust research and comprehensive investment tools. We continually perform due diligence to find the “seasoned and qualified” portfolio managers, monitor them regularly and make changes accordingly.
Private Wealth Management Services
Ideal for the investor interested in premium services, but not interested in paying a commission, we offer custom-made, actively managed, diversified portfolios.
We offer access to thousands of funds and to preferred share classes. Stocks and bonds are purchased with little or no transaction fees.
Because we are independent of investment banks and insurance companies, we have the freedom to offer our clients the investment choices guided first by their personal needs and suitability. We strive to minimize opportunity for conflicts of interest by engaging our clients in an advisory relationship and maintaining their best interest as our primary focus.
We do not require a minimum account value for our Comprehensive Portfolio Management service.
