We employ a holistic, multi-generational approach to wealth management for the entire financial lifecycle, from the early stages of wealth growth / preservation throughout the wealth distribution phase, by offering guidance on investment goals as well as financial planning for life events like college and retirement.
In today’s global investment environment, there are constant innovations in products, research and technology. You can count on us to ensure you can accomplish your investment goals in this complex and often confusing environment.
Working together with your tax accountant and estate planning attorney, we generate the necessary synergy across the spectrum of your wealth management needs that will enable you to pursue your financial goals with confidence.
Our investment process is the result of 20+ years of research, analysis and experience. It is a disciplined, repeatable process. We do not invest based on “gut feeling,” emotion or speculation about what the future might hold. We use analytical tools and sound judgment to guide our decisions. While others may try to outguess or outsmart the market (a fool’s game), we focus on being smart about it.
We design, implement and manage sophisticated strategies based on each client's unique needs and life goals. Services include:
Define the risk/return profile based on the characteristics and beliefs that are unique to each client
A full spectrum of investment choices, including institutional funds from Dimensional Fund Advisors and Vanguard
Objectively identify, analyze and communicate important variables that materially affect long-term performance
Utilize Nobel Prizing-winning Modern Portfolio Theory, powerful statistical tools and the latest industry research from the brightest minds
Continuous monitoring to ensure that the portfolio maintains the appropriate risk parameters
Strive to maximize real, after-tax returns
We provide critical support and guidance to ensure that your finances support your ambitions throughout your life. Services include:
Ensure you have a sustainable income to meet your spending needs for a secure retirement
Assist in determining best vehicle and / or timing for college saving goals
Protect against catastrophic losses
Minimize the impact of taxes through tax saving strategies
Maximize the transfer of family wealth to future generations
Maximize the transfer of family wealth to charitable organizations
Provide guidance and protect interests when transitioning from the primary decision maker