It's all about you.
A Customized Client Experience
You want truly independent investment advice. We deliver truly independent investment advice. We are fiduciaries, and when you become our client, we owe you our undivided loyalty to act in your best interest.
When we commence our advisory relationship, we will undertake a fiduciary review to develop a full understanding of your needs and your current investment practices. Together, through our collaborative decision-making process and the use of interactive portfolio design tools, we will construct a customized portfolio that addresses your financial goals, investment objectives, and risk tolerance.
We do more than just design a portfolio. Our service includes implementation and ongoing management of your portfolio, the development of an Investment Policy Statement, and regular review and reporting.
As a partner in managing your financial life, we can serve you in a variety of capacities, from employing tax-efficient strategies, to guiding you through estate and retirement planning, to suggesting charitable gifting strategies. Tell us about your goals. Together, we'll come up with a plan.
We're Really Into You
You want to know that your interests are taken care of and that you have your advisor's undivided attention. We maintain a low client-to-advisor ratio and take on only as many clients as we can serve to our standards. Our guiding principle is a simple one: The clients we do have are more important than the clients we might have. You will be part of a group of clients who enjoy highly personal, thorough, and attentive service.
Our clients consist of high net worth individuals, foundations, and retirement plans nationwide, presently located in twenty-eight states around the country. Charitable accounts and retirement plans represent about 30% of the assets that we manage.
We are a small firm with a large footprint. We currently manage over $1.4 billion in assets for about 140 clients, with portfolios ranging in size from $2 million to over $100 million.
Want to talk to us? We're probably closer than you think.
Hover over the green states below to see a list of some of the cities where we already have clients. Don't see your city? No problem. We serve clients nationwide, and we're happy to travel to your hometown to meet with you. Where we work now: