Your financial assets have increased. It will now take more time, effort, and expertise to responsibly preserve and invest those assets. However, your days are already occupied by your career, family, and personal interests. How will you handle everything?

We begin assisting you in determining the best path by guiding you through a reasonable suitability process. This process is intended to assist you in aligning your investment portfolio with your investment horizon, age, and income requirements. You are better equipped to help determine the best courses of action if you first establish your objectives and work within that framework.

Then we concentrate on particular aspects of your financial picture, such as portfolio management, estate planning, retirement planning, and asset allocation. In addition to assisting you in developing a sound portfolio model, we also assist you in implementing and monitoring your accounts and progress.

When changes in market conditions indicate changes in your portfolios, we implement those changes automatically and consistently. Finally, and most importantly, we keep in touch with you on a regular basis through Monthly Commentary and Quarterly Reports. You will also have continuous and immediate electronic access to account information.

Client accounts are reviewed on a quarterly basis, both during the preparation of quarterly reports and prior to their release. Accounts are also audited when asset allocation changes are made in response to changing market conditions. Finally, client accounts are reviewed upon request or in advance of client meetings.