About

Independent wealth management firm with over 70 years of experience working with individuals, business owners, corporations, and foundations/endowments in the following areas:

• Investment Advisory
  
• Estate Planning
  
• Retirement Plan Consulting
  
• Executive Benefits
  
• Legacy Planning

Key Differentiators

Internal Investment Specialist

• Chief Investment Officer focused solely on managing client portfolios
• Clients can speak with the actual person managing their investments

Institutional Investment Process and Approach

• Deep experience conducting diligence on investment managers across the globe
• An intentional role for every manager that exists in our clients’ portfolios
• Defined standards and benchmarks for each investment manager
• Seek out portfolio managers in each specific area of the market regardless of firm or affiliation

Portfolio Construction and Management

• Thoughtful combination of active and passive (indexed) investment strategies
  
•  “Sleeve” approach to portfolio construction
  
• Proactive portfolio management based on market conditions and opportunities

Communication and Transparency

• Timely and detailed communication regarding performance drivers, market outlook, current positioning, portfolio changes, and investment fees