Areas of Focus
Financial Planning & Strategy:
A financial plan provides the blueprint for your business or personal finances and will help inform strategic, portfolio allocation and investment recommendations we make. We believe a comprehensive plan is integral to the successful creation, preservation and transfer of value and wealth. Having a plan in place will clearly identify your financial objectives, and chart a path to achieving them.
Investment Management:
We create customized investment portfolios to address your individual needs, taking into account your experience and preferences. We develop strategic, long-term investment solutions for each client, but also recommend short-term, tactical modifications when market conditions warrant. We look for investment opportunities in all investment classes, and our open-architecture approach allows us to use investment solutions from across the globe.
Socially Responsible Investing:
A number of our clients seek to have their investments incorporate their values. Whether your focus is on environmental causes, fair trade practices or corporate governance, we can work with you to include these factors in the investment process. We can employ a strategy that uses screens (avoiding or focusing on certain types of business activity) or one focused on shareholder advocacy (actively engaging with management to modify practices).
Our service model
Developing a financial plan and constructing an individualized investment portfolio is only the first step in our commitment to our clients. Since your lives, objectives, and the financial markets are constantly evolving, ongoing communication and reassessment is essential to success. Our services include:
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•An annual, comprehensive review of your portfolio and financial plan to ensure it continues to meet your financial objectives.
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•Quarterly reviews of your portfolio's performance with a focus on how your investments relate to the broader business and economic environment.
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•Ongoing portfolio monitoring and updates whenever we see an investment opportunity or a need to adjust your portfolio.
Fee Schedule
Our fees are reasonable and commensurate with the services we provide. For our complete investment advisory or financial consulting agreements, please write or call us. Our financial consulting fee is determined based on the volume and type of work being conducted. A comprehensive financial plan for a family generally costs $3,000. Our investment advisory fee schedule is below.
| Household Assets Under Management | Annual Advisory Fee |
| Up to $500,000 | 2.00% |
| $500,001 to $1,000,000 | 1.50% |
| $1,000,001 to $5,000,000 | 1.00% |
| Over $5,000,000 | By Negotiation |