Portfolios, custom built for each client, are focused on long-term performance and meeting that client’s personal objectives. Investments are made as tax efficiently as possible with the emphasis on managing and preserving wealth, not chasing fads. We offer full capabilities and services including:
- Access to publicly available securities
- Alternative investments
- Global investment techniques used by institutional managers brought to individuals and
- Tax management strategies
- Proactive monitoring
- Coordination of investment management across multiple institutions
- The investment portfolio meets our design parameters
- Assets are managed as tax efficiently as possible (i.e., different investments should be held in taxable and qualified accounts) and
- Risks are managed in all asset classes, and exposure to a single equity or bond manager will be limited
*Refer to the fee-based disclosures here.
Global investing also involves special risks, including currency fluctuations, different financial accounting standards, and possible political and economic volatility. Investing involves risk and investors may incur a profit or a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests.