A Disciplined Process To Reach Your Goals
Our Managed Account System forms the foundation of our wealth management platform. It features a wide variety of investment choices that allow us to tailor your investment portfolio to your specific needs.
The Managed Account System takes in all that we learn about you, from your investment objectives to your time horizon, and generates a proposal with three portfolio choices based on your individual profile.
Your portfolio may include mutual funds, exchange-traded funds, stocks, bonds, REITs, and other investment vehicles in a combination customized to fit your lifestyle. Depending on the objectives, we manage some of the investment vehicles in-house while choosing proven, high-quality investment managers in other cases.
We also offer private placements within the portfolios of qualified investors.
As we craft an objective investment plan our focus remains squarely on your financial goals. We strive to eliminate:
- Eliminate conflicts of interest in managing your investments and other assets
- Explain fully all costs and fees
- Customize all of our services based on your needs and goals
- Communicate with you frequently and clearly
- Act in your best interest at all times
In addition to designing a custom investment portfolio, our wealth management services extend into other areas of your financial life, including:
- Estate Planning
- Succession Planning
- Education Funding
- Charitable Giving
- Life Insurance
- Long-Term Care Insurance
- Disability Insurance
- Health Insurance
Investments are subject to risk and may fluctuate in value. No government guarantee. May loose value.