Thoughtful, Balanced Wealth Advisory.
Investment Philosophy: A Proven Approach
Investment management is at the core of our services. With more than $700 million under management, our team has extensive experience managing money in both bull and bear markets. We believe that mitigating downside risk through a disciplined investment process is the key to growing wealth over the long term. At the same time, we recognize that each client has different needs and unique circumstances. We analyze all aspects of a client’s current financial situation and desired outcomes prior to constructing a portfolio. We emphasize low-cost and tax-efficient investment as important drivers of performance.
We offer both qualified and nonqualified corporate retirement plan consulting services, including plan design, fund performance reviews and comparisons, investment policy statement review and employee education programs.
We provide investment management for institutions, including endowments, foundations, charities and other nonprofit organizations. In connection with the portfolio investments, we can provide investment and spending policy guidance.