What You Can Expect

Highly personalized service
Identify investment objectives & risk tolerances
Develop formal investment plan including setting goals and recommending portfolio structure designed for your specific needs and objectives
Independent and Objective review of products and services in the marketplace
Review and analysis of existing investments
Advice and analysis of all aspects of your financial life including major purchases, retirement plans, college plans, estate plans and any other investment programs
Exclusive access to institutional investment programs not available directly to most individual investors
Systematic portfolio rebalancing to manage risk
Remain “in touch” with changes in global capital markets and communicate any significant events in an understandable and timely fashion

Ongoing monitoring of specific goals and objectives and implementation of any necessary plan changes
Periodic update and education meetings
Close monitoring and control over investment costs
Access to a world-class team of professional money managers
Customized easy to understand asset reporting
Comprehensive account aggregation for your family’s entire financial life
Ongoing evaluation of results and performance
Make use of new research findings and technology to deliver as efficient an experience as possible
Timely response to any questions or concerns you have regarding investment portfolios or financial matters