A Customized Client Experience

You want truly independent investment advice. We deliver truly independent investment advice.

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 the development of an Investment Policy Statement, implementation and ongoing management of your portfolio, and regular review and reporting.

As a partner in managing your financial life, we serve you in a variety of capacities, from employing tax-efficient strategies, to helping you with estate and retirement planning, to suggesting charitable gifting strategies. Tell us about your goals. Together, we'll come up with a plan.

 

We Have Your Back

You want an advisor you can trust. We think that you should have one.

We are fiduciaries, and when you become our client, we owe you our undivided loyalty to act in your best interests. We sign this Fiduciary Pledge and send it to all new clients so that there is no question about who comes first in this relationship.

We make the pledge because we believe in the principles listed in it. We also believe that any person offering investment or financial advice should be willing (at the very least) to sign the pledge. So if think that you've found an advisor and wonder if you can trust them, ask them to sign. If they refuse, you have your answer.

 

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-nine states around the country. Charitable accounts and retirement plans represent more than 30% of the assets that we manage.

We are a small firm with a large footprint. We currently manage over $1.7 billion in assets for about 160 clients, with portfolios ranging in size from $2 million to over $100 million.