Investments

Investments are where we started, and we’re really good at them.

They’re still our core service, and many clients come to us first for our investment experience. (They find out about the other great stuff later)

In order to build the right portfolio for you, we start with a thorough analysis of your lifestyle, goals and individual objectives. What do you want and need for yourself, for your family, for charity?

Then rest assured, we strive to do our best. We have access to a wide array of research, and because we are fee-only—the most ethical standard in our industry—we can be objective on your behalf. We’re continuously investigating new ways to help enhance and protect your wealth. Your portfolio will be flexible, responsive, and true to your goals. And our 360º view helps manage the vicissitudes of investing, helping you face difficult decisions with confidence.

We work with individuals, wealthy families, and small businesses, providing them with investment consulting services tailored specifically to their needs.

We work with you to:

  • Invest your wealth to help achieve your critical objectives
  • Hold and transfer your wealth to help preserve its full value
  • Leverage your wealth to expand your ability to reach your goals
  • Organize and simplify your wealth so you can make better use of your time
  • Provide specialized advisory services to help optimize your wealth in all its dimensions.

Investment Committee

Our internal investment committee is made up of talented professionals with decades of industry experience and designations that include Chartered Financial Analyst® (CFA®), CPA, MBA, MST, Certified Investment Management Analyst® (CIMA®) and more. We come together monthly to discuss capital markets, forecasts and our clients’ best interests. We do this with access to a vast universe of independent research firms through our affiliation with HighTower. Together we can bring global access to the investment solution available to meet your needs.

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