Investment Management

We begin by gaining an understanding of your financial objectives, risk tolerance, and timeline. Whether you're planning for retirement or building wealth for future generations, we create a personalized investment plan that aligns with your goals and values with solid investment decisions and the expertise of our in-house tax professionals.

Developing a Portfolio

Determine a Personalized Strategy

We will create a custom investment portfolio based on your individual goals, risk tolerance, timeline, and tax situation.

step 1

Analyze Your Current Portfolio

Where do you stand right now?  We will determine your risk and return balance, identify if you have proper diversification in your portfolio, and determine what fees and expenses you are paying. 

step 2

Prepare Your Investment Policy

We will create a written plan for your investment portfolio that reflects our analysis from steps 1 and 2 , utilizing  our on-site tax advisors to integrate tax planning, optimizing returns and minimizing tax liabilities. 

step 3

Adjust Current Holdings

We will build a new portfolio or reallocate your current situation as needed, diversifying across asset classes, industries and security types. We also consider tax factors and select securities. 

step 4

Monitor Your Portfolio

Your financial situation and market conditions evolve over time. We regularly review and adjust your portfolio to ensure it remains aligned with your goals and adapts to changing circumstances. You will receive annual client meetings for portfolio updates and performance reports. 

step 5