We construct each portfolio with a balance of conviction and awareness, recognizing that a loosely held correct opinion and a strongly held incorrect opinion are equally destructive. We base our decisions and recommendations on data, analytics and experience, and consider from a full array of available alternatives to build without conflict. We balance your desire for growth with your need for capital protection and income. We also aim for efficiency, so you keep more of what you earn, carefully weighing the tax and cost implications of the investments.
We apply a demonstrable methodology to help ensure we are developing a portfolio consistent with your goals.
We gain clarity and understanding about your goals, investment biases, need for liquidity and risk tolerance.
How do you measure success?
What is your attitude toward: performance versus protection, protection versus cost, performance versus cost, cost versus taxes, taxes versus performance, and taxes versus protection?
We design an individualized portfolio to reflect your goals and withstand changing markets.
Manager Due Diligence
We choose investment managers and solutions from a broad universe who have demonstrated consistent added value.
Monitoring, Analysis & Modification
We engage with you, your plan and your portfolio so you always know where you stand, and update your investments as your situation evolves. Through WealthView, our investment portal, you have constant access to your portfolio’s performance and your progress toward your goals.
Market Commentary Q1 | 2022
Global equity markets sold off in the 1st quarter of the year as the conflict in Ukraine created a risk-off environment. U.S. equities were the relative winners…
Market Update | March 2022
Russian forces struck the central square of Kharkiv, Ukraine’s second largest city, on Tuesday. Moscow’s frustrations with the prolonged initial conflict have propelled them to…
Market Update | February 2022
A Change in Federal Reserve Policy – For much of the last 10 years, investors have become accustomed to a Federal Reserve that would step in to support the economy…
Navigating Career Crossroads
A client came to us with a decision to make. She felt her career was at a crossroads. She was unhappy with where she was and had ambitions of doing something different…Read more
Overcoming Money Personality Biases
A client had successfully saved enough wealth to retire early. In fact, she was overfunded and could easily afford to enhance her lifestyle. However, her money personality was heavily skewed toward protection…Read more
How Do I Make This Work?
The client was 10 years into retirement when the Great Recession of 2008 hit. At the same time, an external source of retirement income was reduced greatly. The combined impact necessitated an adjustment to his plan…Read more