We are focused solely on providing investment portfolio solutions to individuals, trusts, corporations and retirement plans. We have a network of complimentary financial services experts for client matters outside our area of focus.
We build customized investment portfolios tailored to each client’s unique situation including time horizon, tax bracket, philanthropic goals, and risk tolerance rather than plugging clients into a portfolio model which may or may not work for them.
Taxes are generally the biggest portfolio expense and, combined with other expenses, can reduce net returns. From the initial onset of a client portfolio and regularly thereafter, we select investments and make changes to portfolios to maximize efficient net portfolio performance.
We are not affiliated with any investment product manager so our portfolios are constructed from best of breed hedge funds, mutual funds, ETFs and individual securities based on our objective research.