Services

We help you accumulate, preserve, and efficiently transfer wealth

INITIAL CONSULTATION

Prior to engaging in managing a portfolio, we collect and review all relevant information. This includes your family, your professional background, your financial circumstances, your risk tolerance, and any unique circumstances.

We are particularly sensitive to your tax situation and time horizon.

INVESTMENT PLANNING

We carefully define an Investment Policy Statement, a kind of business plan for your investments. This Statement will be the governing document for all our present and future investments choices.

The IPS will reflect both your personal circumstances and our capital market expectations.

PORTFOLIO MANAGEMENT

We build a suitable investment portfolio to achieve your goals. Your account(s) will be held at a reputable third party qualified custodian.

We will pay particular attention to keeping portfolio expenses low and pursuing tax efficiencies. We provide clear, informative reports on your investments.