Asset Management
We live in a world ripe with investment opportunities, offering a myriad of investment avenues to pursue. While many may promise the potential for reward, a singular and narrowly defined investment approach may be limiting. Selecting the right combination of these opportunities is the challenge. Working towards financial independence is a complex and confusing process to even the most experienced investor--one that requires a significant amount of time, knowledge and resources.
Many investors demand a different investment approach, one that elevates their portfolio beyond one-dimensional product strategies and leverages the experience of highly skilled professional investment managers. Our firm offers just this kind of approach. Our services are designed to preserve and potentially grow your wealth by delivering the potential for superior after-tax returns, with an unprecedented level of personalized service and professionalism. What distinguishes our firm is its personal emphasis. We build our services around you--your portfolio is personally designed for your unique situation. As your needs change, our ongoing management process ensures that your investment portfolio evolves with you.
Through personal consultations, we develop an investment policy based on your individual objectives, time horizon, risk tolerance and tax situation. We develop a personalized asset allocation policy. This policy strives to maximize your investment returns relative to your risk tolerance through the carefully diversified* allocation of your investments.
Your asset allocation policy is implemented by investing in a well-diversified* portfolio of high quality securities or is managed by selected money managers. The portfolio is monitored on an ongoing basis to ensure that it remains consistent with your agreed-upon asset allocation policy.
We will communicate with you on a regular basis, offer regular client review meetings, suggest amendments as appropriate, and provide comprehensive reporting and statements with the details of your account.
* Diversification does not guarantee against market loss.
