The core of our wealth management strategy is investment management. It is specifically designed for affluent individuals, families, and foundations of significant wealth to meet their unique needs. We customize our investment approach by first recognizing your needs and creating a strategy that’s based on your goals, time horizon, risk tolerance, and other preferences. We then develop and implement a targeted asset allocation strategy. Over time, we may make tactical adjustments to your allocation based on opportunities or risk in the market.
Just as communicating with you in developing and implementing your plan, we find it equally important to monitor your investments and rebalance investment strategies to reflect your evolving needs. We proactively communicate with transparent correspondence and timely reporting. Over time, we manage your portfolio with the focus on preserving your assets and managing tax efficiency. We conduct continuous due diligence and monitoring of investments to help stay in line with your investment goals.