Are you planning for retirement, funding a college education, or considering a second home? As a fee-based wealth manager, we work with you to develop a strategy that helps to preserve and potentially grow your wealth within the parameters of your goals – with our ultimate objective to exceed your expectations. While our approach is conservative, we balance tradition with innovation to capture opportunities that meet your life's goals.
Disciplined & Diversified
Independence and prosperity do not happen on their own but through decisive financial planning and strategy. During our initial meeting, we review your assets to gain perspective on your existing portfolio. We also discuss your objectives to help you define your wealth management goals and your risk tolerance. Once we have a full understanding of your financial picture and profile, we design practical strategies and a conservative, diversified portfolio that balances short-term liquidity and long-term growth. We then monitor progress against your objectives, making sure your portfolio always reflects your changing circumstances and the evolving marketplace.
Preservation & Value
Managing your risk is the most important part of our job. With our focus on preserving your capital, we take a systematic approach to searching for undervalued asset classes. It's fair to say we have a contrarian bias. We also take a long-range view, choosing investments and managers we believe will stand the test of time. A long-term approach allows us to take advantage of temporarily mispriced investments and typically ensures that fundamentals, rather than fear or greed, dictate asset prices. We are also highly sensitive to current tax laws to help further preserve your principal.
Broad Access & Expertise
To offer you superior expertise in every investment category, we have structured our firm as a manager of managers. This approach allows us to select the best managers from across the globe. Having access to a globally diverse set of asset classes expands our ability to uncover attractive investment opportunities for you and helps us better manage any downside risk. We also often gain the buying power to purchase lower-cost institutional shares that would otherwise be unavailable and too costly for you as an individual investor.
Entrepreneurial & Opportunistic
Our approach is value-based and conservative, and our practices traditional, we remain open-minded thinkers. We do not hang our hat on history but seek how the world is evolving, incorporating our opinions with those of top managers into your risk assessment and investment allocations. Based on our view of the market and your objectives, we apply a style rotation strategy to help ensure opportunities are captured and your goals are achieved.
All Investing involves risk including the potential loss of principal. No investment strategy such as asset allocation can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.
- Goal setting
- Savings and investment strategies
- Retirement planning
- Educational funding
- Tax planning
- Estate planning
- Life and disability insurance
- Risk management
- Family succession planning
"As a registered investment advisor and fiduciary, we are without conflicts of interest – an ideal environment to apply the thoughtful and disciplined investment strategy we believe will benefit our clients most." — Alex Brown, CPA, CFP®
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