Our specialty and focus is
investment management. We directly manage the investment portfolios
of our own clients, and we provide our investment expertise to
other advisors in order to help them more effectively manage their
We directly manage investment portfolios
for individuals, families, trusts, and endowments. We structure
and actively manage our client portfolios in a manner that is
consistent with their objectives and risk tolerance. The portfolios
we design and manage are uniquely tailored to the needs of each
client, each is separately managed, and we have full discretion
over trading in all accounts. See the Investment
Management section for more details.
We do not provide comprehensive
financial planning services. We have found that few clients truly
need what many advisors bill as comprehensive planning. We do,
however, perform a comprehensive retirement assessment when appropriate.
Additionally, we help our clients with specific financial planning-related
issues as they arise.
We work with other advisors and financial
planners to help them more effectively and more efficiently manage
their client portfolios. Typically, this entails providing model
portfolios on a real-time basis for various portfolio objectives.
management is extremely time consuming. By providing our expertise,
we enable advisors to focus on other areas of their practice.
Advisors interested in this service are welcome to contact us
for further details.