“The individual investor should act consistently as an investor and not as a speculator.” – Benjamin Graham
Gaining insight into a client’s life and financial situation is at the core of our wealth management strategy. To develop an investor’s profile, we interpret, personally and mathematically, the client’s needs, obligations and desires. We also interview and collaborate with their existing advisors to ensure we have a big-picture view. We then review their existing investment strategy and test the viability of their plan through cash flow analysis. We evaluate historical planning as well as current holdings, managers and structure.
We are specialists at turning ideas and plans into action. Our independence and open architecture approach, combined with our planner’s perspective and strict methodologies, enable us to be creative in our portfolio design and offer quality in our strategies. We can select from a full range of investment managers and aim to reduce risk with the goal of optimizing portfolio performance on a consistent, timely basis. We are a personal financial advocate providing honest insight and unbiased research, empowering every client to make fully informed decisions.
No strategy assures success or protects against loss.
Investing involves risk including loss of principal.