We work with affluent individuals and their families to bring organization and structure to their personal financial needs and objectives. Our financial planning process is designed to conduct a thorough and objective review of our clients’ assets, liabilities, cash flow and the structures that surround them. Our team will put together a series of “action items” for each individual and coordinate their implementation. We will help build an investment policy statement to govern the management of investment assets, including risk measures and asset allocation. We will construct a portfolio of investment managers that fits the criteria established by the investment policy statement. Finally, we will conduct rigorous and ongoing due diligence on each manager in the portfolio, keeping abreast of changes within their organizations that may impact the return characteristics of each underlying manager.

Some people come to us with an outstanding financial plan already in place and wish to seek our counsel solely on their investment portfolio. We are happy to work with these families on a consulting basis, taking responsibility for investment policy, asset allocation, manager selection and due diligence, performance reporting and portfolio accounting.