01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Do you have a minimum portfolio size?
Minimum portfolio size is $500,000. If your current asset level does not meet our minimum requirements but you have unique circumstances you would like to discuss, please do not hesitate to give us a call.
What happens to my current holdings if I become a client?
Before any changes are made, we first analyze your existing portfolio and discuss our recommendations with you. Our overall goal is for your portfolio to make sense for you and your lifetime objectives, in the most cost-effective way possible. Ways we achieve this goal are to capture your unique willingness, ability and need to take on market risk via appropriate (often global) diversification; to minimize the expenses involved in investing; to manage for appropriate asset location between taxable and tax-sheltered accounts; and to eliminate any unnecessary complexity within the collection of accounts within your portfolio. If existing holdings lend themselves to these objectives, we leave them in place. If changes are warranted, we work with you to ensure any transitions occur as smoothly and cost-effectively as possible.
Do you trade and hold my assets for me?
While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, you remain in control of your assets. Accounts are held in your name at a quality custodian.