We focus on high-quality equity and fixed-income securities.
During our initial meetings, we will build the groundwork for a long term relationship.
- Listen carefully.
- Clearly define investment objectives.
- Determine the proper asset allocation.
- Execute an investment policy statement.
- 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.
We welcome the opportunity to discuss how we might serve you.