Executive Services for Corporate Executives

Investment Management

We are committed to maximizing our client’s risk-adjusted performance in accordance with their long-term goals and risk tolerance. We offer highly customized professional asset management solutions that reflect our client’s unique goals, values, and family dynamics.

In building a custom portfolio we begin discussion with a thorough assessment of liquidity needs, time horizon, ability and willingness to take risk, and performance goals. We then make recommendations, execute the investment plan, and review the strategy on an as needed basis. We are steadfast in developing a custom-tailored asset allocation which we believe gives our clients the greatest likelihood of achieving their goals. Our diversification strategies involve a custom selection within the following asset classes:

• Domestic, International, and/or Emerging Market Equities
• Corporate and Municipal Fixed Income Products
• Preferred Shares
• Commodities
• Master limited partnerships (MLPS)
• Alternatives, such as Structured Investment Products, Private Investments, and Hedge Funds when appropriate

Our allocation strategies, to name a few, implement the following investment vehicles: Separately Managed Accounts (SMAs), Exchange-Traded Funds, and Mutual Funds.