Maximize your financial gains potential while minimizing your tax burden.
Since the founding of our firm, we have adhered to three core principles that we believe help create a foundation for investing and tax reduction strategies.
- Asset allocation provides the foundation to manage portfolio risk and return
- No single money management firm can be all things to all people
- Our most important role is to be your objective advocate
We utilize a wealth management platform offering sophisticated modeling tools and implementation capabilities.
Driven by the power of advanced technology, we follow a 5-step process to help maximize your portfolio's potential while minimizing risk:
- Advice and Planning
By asking pertinent questions and reviewing your current financial situation in detail, we will work with you to clearly define your goals and expectations.
- Portfolio Modeling Analysis and Design
We use sophisticated modeling tools to illustrate potential future implications or various hypothetical portfolio scenarios related to your situation and needs, then agree on a diversified asset allocation.
- Investment Policy Statement (IPS) Development
This comprehensive document codifies the conclusion from your modeling analysis and sets forth your customized plan of action.
- Implementation, Manager Search and Selection
The cornerstone of our investment philosophy is our belief in providing you with a broad network of premier institutional money management firms and mutual fund companies through an objective, due diligence process. We identify the top managers for each asset class and style through a screening process.
- Periodic Reviews, Due Diligence and Reporting*
Our disciplined approach is an ongoing, dynamic process. As your needs and the market evolve, your wealth advisor will readdress your investment options and provide a portfolio summary that illustrates your investment holdings, asset allocation, transactions and performance. Viewing your complete financial picture regularly is an integral part of our process.
