Investment Management and Advisory
Our investment process is built upon traditional equity and fixed income securities, along with selected privately managed portfolios and exchange traded funds. Our belief is based on the need for asset and style based portfolio strategies, with concentrated holdings to maximize risk reduction while keeping overall costs at low levels. The investment strategies run by our firm are high quality, cost effective, and with constant focus on generating excess return.
Financial and Retirement Planning
We work with each client to identity all financial and retirement objectives and goals. While investment management is vital to this process, we ensure that our clients have financial goals and expectations, and know how to reach them.
Wealth Preservation
Advise on various estate planning issues and opportunities, aiming to maximize preservation of assets for spouse, family and extended generations.
Corporate/Institutional Consulting
The extraordinary resources of our custodial firm, Fidelity Institutional, combined with unparalleled access to superior investment advisory firms, provides both a fiduciary and an investment committee with all of the necessary resources to manage a respective endowment, foundation, or corporate investment portfolio. The ability to provide consolidated trading, reporting, and investment management ensures that each organization can achieve stated objectives within their investment policy. Our money manager search process is free from any conflicts of interest. Our unbiased, independent advisory services will give you recommend solutions consisting of premier third-party investment firms with outstanding track records within investment style. Our reporting will include manager performance summary, asset allocation analysis, performance attribution, and compliance assessment.
(SMA Profiles)
Family Office Services
Our responsibility is to advise you on how to manage, grow and protect all of your financial assets. Acting as the chief financial director for selected affluent families, our firm will oversee investment management, cash management, tax advisory, wealth preservation, risk management, among others.
