Comprehensive Goal Planning

In the name of scale, many wealth management firms today have constructed a one-size-fits-all process designed to fit you into a model portfolio with an automated rebalancing strategy, and they move on to the next client. We believe that individuals and families with significant wealth can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Our process starts with comprehensive goal planning. Our approach to managing client assets is rooted in the following core strengths:

Client Centered
  • Deep understanding. Before we invest any money for a client, we first determine the client’s goals, tolerance for risk, time horizon, tax situation, and other constraints. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification.

  • Disciplined portfolio construction. Based on the specifics of each client’s situation, we provide exposure to an appropriate mix of assets classes. We also seek to provide diversification within each asset class—across sectors, industries, countries, and fundamental risk factors.

  • Rigorous oversight. When implementing a client’s investment strategy, we do not use one-size-fits-all automated rebalancing programs. We diligently monitor asset classes and individual companies daily and actually look at our client portfolios on a regular basis, particularly when new positions are added and existing positions sold.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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