Investment Process

“The smartest people surround themselves
with smarter people.”

We monitor a limited list of managers, mutual funds, exchange traded funds (ETFs), and stocks to create a detailed review process within our team.  If every client has 40 different positions across a book of 50 clients, that is 2,000 positions, which becomes nearly impossible to monitor.  If we perform our due diligence on a manager and use it for our clients, we can maintain a high level of communication with managers, which allows us to be more adaptive to changes.  We hold a weekly investment meeting with the entire team so everyone is on the same page when it comes to our clients' goals.  

We primarily serve affluent families who are interested in wealth management aspects of family office services; however, we also work closely with business owners and individuals. Our goal is to a gain a deep understanding of your overall financial situation, addressing cash flow, asset management, legacy planning, philanthropy goals, and tax review needs.