Clients

Focusing on You

We thank our wonderful clients for their continued loyalty

A graphic in various shades of blue showing the process of working with clients. Process stages include "understand you," "gather data," "perform analysis," "develop strategy," "implement," and "monitor and adjust."

Individuals & Family Investors

Our Client Process

  • Understand You – We listen and gain a deep understanding of what is most important to you.
  • Gather Data – We create a comprehensive view of your current situation and review any particular circumstances that we may need to address.
  • Perform Analysis – We examine your personal balance sheet, income needs, savings, and investment portfolio.
  • Develop Strategy – As much art as it is science, we create a strategy tailored to your circumstances and customized around your goals and objectives.
  • Implement Plan – Our team works closely with you to efficiently implement your plan. We assist with all the administrative steps and facilitate the financial transactions for you.
  • Monitor and Adjust – Our work continues as we monitor and adjust your portfolio based on our Investment Committee’s views. We also continue to evaluate and adjust the strategy based on your changing goals and objectives.

Institutions

We have a variety of institutional clients. Our investment team employs the same rigorous, disciplined investment process across all of our portfolios.

Some institutions seek our services for a portion of a larger portfolio. Others may request our help in developing an investment policy statement incorporating best practices and asset allocation ranges for managing the entire portfolio.

Our investment professionals are made available for board meetings or quarterly updates as requested.