Investments and Wealth Management

We treat wealth management and planning as collaborative processes with you. Then we take it one step further by collaborating with our colleagues, some of the best in the business. We also rely upon a very talented and credentialed staff to execute our investment strategies and provide day-to-day portfolio management, research and compliance.

Extensive research, rigorous analysis and steady discipline are the cornerstones in how we manage portfolios. To minimize conflicts of interest, we manage portfolios on a fee-only, discretionary basis. This also allows us to adjust portfolios as needed without incurring unnecessary costs.

Our investment philosophy has evolved over many years of experience. It is based on minimizing risk while attaining a rate of return sufficient to meet your goals.

Our management fee also serves as a retainer for ongoing financial planning advice. We encourage you to consult with us on all of your financial decisions.