We work with each client to build transparent and professionally managed portfolios that align with their most important objectives, tolerance for risk, and long-term planning goals. With expertise across equity, fixed income, and alternative asset classes, our investment team specializes in building individual security-based portfolios that operate with a long-term, research-based, and risk-aware philosophy that has been with our firm since its inception. We carefully consider your financial goals, existing investments, need for ongoing liquidity, and investment timeline when building your unique strategy.
Our approach differs from many advisory firms; rather than outsourcing investment management to a third-party or off-the-shelf solution, our team manages most client assets using individual security-based portfolios actively managed by our team. We believe this helps our team manage risk, liquidity needs, and tax considerations for our clients over time. Further, we have found that our team’s “know what you own” approach provides for better communication with and comfort for our clients in times of turbulence in the market, giving clients peace of mind that their investment strategy remains resilient when markets may not seem so.