Investment Management

Proactive Portfolio Management

And now for the really different part. Because we have done the planning and are intimately knowledgeable about your financial circumstances, we are uniquely prepared to manage your portfolios for you. Just as you are a distinct individual, so too are your portfolios. Each client's holdings is singularly crafted based on their plan, their risk tolerances, their goals and special needs. When we do our job we are literally stepping into your shoes and acting as a fiduciary for your benefit. As your needs change (with age or change in financial circumstances) so too will your portfolio. We will adjust your investments to meet your changing needs and we will continue to work on your behalf whether you are on vacation, ill, or out of the country on business.

Very few firms do what we do– marry comprehensive financial planning with proactive portfolio management. We believe that this is a powerful combination and one that best serves clients.

Other Important Differences

• We are fee-only. We receive no commissions nor have hidden sales agendas.
• Most of our accounts are balanced—a client appropriate mix of equities and fixed income.
• We invest in traditional asset classes: stocks, bonds, no-load mutual funds, and ETF's.
• To keep our level of service high we only work for a small number of families.
• We are fiduciaries– the highest ethical standard there is.