We provide each client with a customized investment strategy that considers their cash flow needs, risk tolerance, charitable intentions, tax situation, and wealth transfer goals. Our clients have entrusted us with over $400 million* of their hard-earned wealth to invest on a discretionary basis, which is a responsibility that we take extremely seriously. We know how hard our clients have worked to build their wealth, which is why balancing wealth preservation and growth is our top priority.
Furthermore, we also leverage the resources of the nation’s third largest brokerage firm** to build robust all-weather portfolios for our clients and make modifications as both the markets and our clients’ lives are ever-changing. As we build portfolios, we select from a completely open-architecture roster of professional investment managers and strategies, both active and passive, with a focus on after-fee returns. Because we have worked with successful families for many years, our clients benefit from a legacy of operational efficiency, scalable processes and an investment philosophy that has a strong track record of results.
*As of September 30, 2019
**Wells Fargo Today, December 2019