WEALTH AND INVESTMENT MANAGEMENT TO MEET YOUR LONG-TERM FINANCIAL AND INVESTMENT OBJECTIVES

We offer fee-only, fiduciary, and tailored portfolio management advice focused on capital preservation and long-term, after-tax returns.​ Our bottom line is helping you achieve your financial objectives with the least amount of risk possible.

Strategic Wealth Planning

  • Financial Assessment
  • Lifestyle Cash Flow Planning
  • Wealth Transfer Planning
  • Pre-transaction Planning
  • Insurance Review

INVESTMENT STRATEGIES

  • Cash investments
  • Fixed Income
  • Global Equities
  • Private Equity & Alternatives
  • Real Assets and Commodities

PORTFOLIO FEATURES

  • Individual risk profile & cash flow driven
  • Focused on capital preservation
  • Long-term, after-tax returns driven
  • Utilizing institutional quality risk analytics
  • Cost-effective & designed to minimize fees
  • Guided by Investment Policy Statement
  • Assets held by reputable custodians

OUR APPROACH

Individual Strategy

Fundamental Investing

Absolute Transparency

Institutional Resources

Learn More

Our Process

Set Financial Objectives

Design Investment Strategy & Policy

Construct Portfolio

Evaluate & Select Outside Managers

Conduct Ongoing Review

Learn More

Our philosophy

Attempting to time the market rarely pays off

Diversification of asses classes can reduce risk

Costs are a drag on performance

Combining strategies can enhance returns

Learn More

LET US MAKE A DIFFERENCE FOR YOU.

We can start with a no-obligation initial consultation and complimentary portfolio risk analysis.