Our philosophy

The most important member of the partnership is the client

Our approach to investments begins with the client and our commitment to build a long-term relationship.  We establish a partnership and learn the investment objectives of our clients through in-depth conversations.  We analyze factors such as income requirements, time horizons, risk tolerance, taxes, and diversification.

The most important member of the partnership is the client.  We listen carefully and strive to incorporate any special requirements into the management and servicing of the portfolio.  Close contact with the client ensures our responsiveness to changes in the client’s needs and objectives.  This accessibility and the high level of integrity with which the portfolio is managed are all designed to enhance each client’s confidence.

Understanding the client’s total financial picture is essential to the successful development of the client’s unique investment strategy.  The portfolio is built with assets to achieve the client’s specific investment goals.  Development of appropriate asset allocation is essential to the process.  We take a comprehensive approach to our client’s investments and carefully consider how the portfolio we manage integrates with other client holdings such as stock options, real estate, retirement plans, and trusts.  Structuring and implementing an investment plan is careful and judicious.  Initial investment and restructuring existing holdings is a gradual process as we are sensitive to tax issues, stock concentrations and phasing into the market.