Client focused relationships
Each client has unique goals, needs and objectives. There is no one-size fits all solution. We develop personal relationships with our clients centered around the four phase management approach. This is a proactive and ongoing process that evolves along with your needs.
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Goal-setting
It all begins with determining what is important to each client. Whether the primary goal for your portfolio is to pay for your children’s college tuition, support yourself through retirement, or compound capital for future generations, developing a clear understanding of your objectives is the first step in all of our client relationships.
Planning
With a goal in mind, the next step is figuring out how to get there. In the planning process we consider cash flow, risk tolerance, asset allocation, asset location (taxable, tax-deferred, trusts), and philanthropic interests to devise a financial plan to help clients reach their goals.
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Implementing
With the plan in place we build focused portfolios comprising individual stocks and bonds. We combine in-depth fundamental analysis with a long-term perspective to develop a portfolio with strong risk-adjusted return characteristics. To learn more about our investment approach, click the link below.
Monitoring
As life goes on your goals, needs, and objectives may change. So, in addition to monitoring and adjusting your investment portfolio, we monitor and adjust your plan as well. While monitoring sounds passive, it is a critical function that keeps your financial life on course.
A trusted advisor
Our aspiration is to be a trusted advisor in our clients’ lives. A well-defined goal and a plan for how to reach it are the first step. From there we act with intentionality in every aspect of the relationship to keep the plan on course. Please contact us using the link to the right to learn more about how we work with clients.