Investment

Philosophy

 

Wealth creates certain complexities, and it is our mission to help you navigate those complexities, creating unique and customized solutions that simplify your life.  

COMPREHENSIVE WEALTH PLANNING

 

We take the time to understand your unique needs, help you plan for future milestones, navigate life’s transitions and assess estate and wealth transfer strategies, so that your legacy lives on for those that matter most.  

 

Our team has extensive experience in:

  • Investment Management

  • Wealth Advisory

  • Income Replacement strategies and Cash Flow Analysis

  • Trust and Estate Planning

  • Trust Services*

  • Business Planning

  • Retirement Planning

  • Education Funding

  • Insurance

 

CUSTOMIZED INVESTMENT SOLUTIONS

Once we have a full understanding of your goals, we develop a strategic and transparent investment plan customized for you. Our decades of investment experience coupled with insights from some of the most accomplished professionals in the industry inform the decisions we make and the solutions we use to implement them.  We continually monitor your portfolio and adjust it as your needs and goals evolve over time.

 

Our focus is on:

  • Tax Aware Strategies

  • Nonproprietary Investment Vehicles

  • Risk Management

  • Diversification Strategies

  • Liquidity Management

  • Cost efficiency

  • Income Replacement Solutions

 

CREDIT ADVISORY

Our team of advisors will focus on the liability side of your balance sheet to help ensure that credit is structured appropriately against committed sources of cash flow. We will work with dedicated credit partners to assist in providing appropriate solutions, including:

  • Securities Backed Lending Solutions

  • Residential Mortgages

  • Commercial Property Mortgages

  • Working Capital/Term Financing for client owned businesses

 

FAMILY OFFICE SERVICES

Simplifying our clients’ and their family’s life is often the main priority. We work diligently to understand your full range of needs and bring all aspects of your life together.

 

Some of the comprehensive services we help facilitate are:

           

  • Family Governance

  • Investment Policy Statement

  • Partnership with key advisors

  • Charitable Planning

  • Multi-generational Relationship Management