Services

Individuals and Families

Wealth Management for Individuals and Families

What are your goals? Every investor needs an investment plan with a clear focus on long-term investment objectives. We develop and manage financial plans, based on each client’s unique set of circumstances, so that their investments are directed to achieving their financial goals in life, leaving them free to spend time on what is important to them.

Achieving your goals requires more than just good investment performance; it involves a number of good financial decisions throughout the course of your lifetime.  We help clients make these decisions no matter what stage they are in.

What kind of clients do we serve?

We serve a select group of clients who are looking for more than someone to pick stocks for them. Our clients:

  • Are serious about an investment plan and long-term success
  • Are receptive to a professional relationship
  • Want to spend more time on the things that are truly important to them
  • Have substantial investable assets, generally $1 million or more.

What’s next? Discovery.

The first step is to schedule what we refer to as a “discovery meeting.” During this meeting, we will learn about you, your financial situation, goals and objectives, and you will learn about our process for managing investments.

Contact us to schedule a discovery meeting.

Institutions and Endowments

Supporting the mission

Institutions need a well-designed and executed investment policy permitting their trustees and other decision makers to stay focused on the mission of the institution. We serve as fiduciaries in supporting trustees and investment committees in financial planning for their institutions, and we develop investment policies and manage endowments consistent with their plan goals. We provide transparency and a track record that can prove helpful in capital campaigns.

What kind of clients do we serve?

We serve as investment adviser for all types of institutions and endowments varying from those with assets of about $1 million to those with assets in excess of $50 million. Our clients:

  • Believe in the importance of developing an investment plan for long-term success
  • Want insights from an adviser familiar with both assets and liabilities for tax-exempt institutions
  • Want reporting on investment assets and performance in a concise and efficient manner.

What’s next?

The first step is to schedule a meeting where we learn about the institution you serve and its mission. During this meeting, we will learn about the process you currently use for managing investments, your investment portfolio and expected withdrawals and your goals and objectives, and you will learn about our process for managing investments.

Contact us to schedule a meeting.

Retirement Plans

Increasing the probability of success for participants

Plan sponsors often struggle with fiduciary responsibilities, whether they are overseeing a defined contributions plan or defined benefit plan.

For defined contribution plans, we take a fiduciary role in selecting investment options for participants and we design plans with the goal of increasing the probability of savings success for plan participants by making enrollment easy, allowing for one-step investment selection, and providing automatic rebalancing.

For defined benefit plans, we take a fiduciary role in the development of an investment policy and the investment management of the assets.

What kind of clients do we serve?

We serve a wide variety of plan sponsors. The clients we serve:

  • Want to increase the probability of success for employees participating in self-directed retirement plans
  • Desire assistance with the fiduciary aspects of offering an employee retirement plan
  • Want independent advice from a firm they can trust.

What’s next?

The first step is to have a discussion about your current plan, your objectives, and the participants in the plan.

Contact us to schedule a meeting to review your firm’s retirement savings plan.