Our approach as investment managers is to be growth-oriented and conservative. We seek to provide strong returns for clients while protecting them from the worst gyrations of the market. We emphasize diversification and long-term perspective to avoid overexposing our clients to a single sector or company.
We are an independent, personalized investment management firm for individuals, families, and institutions. Our specialty is serving intergenerational family needs.
We can help you to prepare a long-term financial plan, monitor that plan over time, and make adjustments as circumstances change. This would include retirement and education planning.
We tailor what we do to what you need. This includes flexible reporting presentations on your assets and transactions, disbursement of income and preparation of tax filings. When necessary, we will consult with your attorney, your accountant, or other professional advisors.
Every family has different needs. We will assist with whatever makes your life easier -- everything from paying bills, advice on funding education and helping refinance a mortgage.