OUR SERVICES

WHAT WE DO

Quite simply, we endeavor to protect and grow your money. Could there be setbacks? Yes. As you know, there are no guarantees. But all the more reason for having a well-developed plan to minimize the downside and maximize the upside. Your money is too important - and financial products are too complex - to invest without a solid long-term plan.

Our methodology is equally as simple as explained in the short video to the left.

 INVESTMENT MANAGEMENT

    • We employ an ongoing qualitative and quantitative process to assess goals, risk tolerance, and time horizons.
    • We utilize a combination of asset allocation approaches to address the ever changing and volatile investment landscape. Watch this video to see how through an interesting maritime analogy.
    • We leverage the expertise of some of the most sophisticated institutional money managers in the country.
    • We organize a team of managers and employ a wide range of investments seeking to minimize fees and tax ramifications.
    • We continually monitor the performance of the institutional money managers on your team and proactively suggest changes, when necessary.

 FINANCIAL PLANNING

    • A personally written, holistic financial plan assessing all facets of retirement, estate planning, investments, educational funding, insurance, and tax planning, as appropriate for your circumstances.
    • An analysis of multiple "what-if" scenarios to examine the likelihood of success of various planning options and their potential outcomes.
    • An analysis of your expense structure, cash flow, and net worth as well as budget projections.
    • Watch this video to see how your own personal website can be used to monitor all your accounts, track your financial plan, digitally vault your critical documents, and most importantly, simplify your life.
    • Proactive collaboration with key advisors (CPAs, estate attorneys, etc.) to provide expert and well-coordinated advice.