
What You Can Expect
What We Do
- 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
Customer Experience
- 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