Client Experience

Getting Started

During our initial meetings, we will build the groundwork for a long term relationship.

We will:

  • Listen carefully.
  • Clearly define investment objectives.
  • Determine the proper asset allocation.
  • Execute an investment policy statement.

Ongoing Communication

  • We are client-centric and encourage communication.
  • Low client to manager ratio, enhancing personalized service.
  • We typically meet with each client face-to-face two to three times per year.
  • Provide easy-to-read quarterly reports, and monthly reports from the custodian

We will provide:

  • Coordination with your tax and estate planning specialists.
  • Password-protected client portal for account information.
  • Easy to read quarterly reports. Clients also receive monthly reports from their custodian.

Our Investments

We focus on high-quality equity and fixed-income securities.

Contact Us

We welcome the opportunity to discuss how we might serve you.