About our firm
Experienced, reputable financial management.
Planning and Strategy
In the money management business successful investing begins with a partnership between the client and his or her advisor. Together with the client, we develop a strategic investment portfolio designed to meet current and future needs. A great deal of attention is paid to setting long and short-term investment goals that are consistent with lifestyle objectives.
Once in place, the investment program is monitored on an on-going basis to help ensure that the levels of risk and achieved returns are consistent with each client's investment goals. We emphasize customization and a high level of customer service. In addition, investors can have the confidence that investment decisions are made and monitored with some of the financial industry's finest tools and research. Institutional relationships allow us to pass on competitive brokerage costs to our fee-only clients.
Client Communications
State-of-the-art technology allows the generation of a unique single client consolidated statement which gives, at a glance, each quarter and year-to-date performance along with an allocation summary. Realized and unrealized gains/losses and graphical displays of returns are provided. This information makes each client's own monitoring simple and year-end tax return completion easy. We work closely with other advisors such as attorneys and accountants to shoulder the administrative work associated with managing assets.
Timely Market Commentary: We keep our clients informed with periodic commentary and updates on major market events, including a quarterly newsletter that accompanies the quarterly reports, whoch can be seen under the Professional Services tab.
Periodic meetings are setup with clients as required to update objectives, manage any issues related to various aspects of financial planning and address any specific concerns. See how our years of experience and unique set of investment resources can empower you.
