What We Do

Asset Management

At the heart of our asset management philosophy is the belief that economic fundamentals are the primary determinants of asset valuations. We’ve observed that prevailing opinions on various investment topics frequently miss the mark. Hence, we integrate our macroeconomic perspectives into the asset allocation decision, then identify investment strategies and managers that most accurately reflect our views. This approach is fluid, with our investment strategies consistently recalibrated to match the evolving global economic and investment landscape. In essence: Economics is a social science.  Asset Allocation is an Art. Good investment managers are very much a reality.

Wealth Advisory

We customize our financial advice based on each client’s current and evolving circumstances. Each of our new clients completes a questionnaire which establishes the framework for that client’s portfolio. Our clients can provide additional guidance to us formally or informally, throughout the course of our investment advisory relationship. We encourage and welcome conversations with our clients. As financial quarterback, clients can expect:

  • Proactive contact when a situation arises that might affect family financial affairs
  • Understanding of family situation, needs, goals, and financial objectives
  • Identification and coordination with outside professionals when necessary
  • Discussion and agreement about the family’s risk tolerance
  • Regular organization and updating of financial documents
  • Coordination of all investments
  • Full disclosure of all fees

Financial Planning

Building a complete picture of one’s finances can be an overwhelming task.  We will help determine the current financial position and explore all other possibilities for the future. Each plan is personalized to meet certain goals utilizing if-than scenarios, monte carlo simulation and different risk tolerances. We take retirement savings into consideration, college savings and expenses, life insurance, rental property and numerous other items under review. Each plan is tailored to the individual needs of the client