We are committed to building and shaping each client relationship, whether an individual, a family group, an institution or a charitable organization. As an independent, fee based RIA, we develop an individualized Investment Policy Statement which responds to your unique risk tolerances, liquidity needs, income requirements, tax position and any other unique financial and personal circumstances. Our process works as follows:
The objective of this process is to produce an optimum return for the amount of risk taken and, if required, for a specified level of income. The performance of your portfolio is measured quarterly and annually against mutually agreed upon benchmarks. Contact us today for more information.