Professional Money Management

  • A personal investment strategy built around you—your goals, your time frame, and your tolerance for market risk
  • Broad diversification by asset class and style to manage risk and provide the potential for above-average, after-tax returns
  • Highest degree of personalized service provided in a confidential atmosphere
  • Access to globally prominent money managers
  • Continuous monitoring of your portfolio by multiple professional organizations
  • Detailed account statements and performance reports to keep you informed of the status of your portfolio

Leave the cookie-cutter approach behind.

Our money management services are designed to help protect and increase your wealth by delivering the potential for superior after-tax returns, with an unprecedented level of personalized service and expertise. Our program is offered exclusively through a select group of investment professionals who are experienced in understanding the unique needs of affluent investors and in formulating prudent investment strategies to help them achieve financial success.

Achieving financial success is a complex and confusing process to even the most experienced investor—one that requires a significant amount of time, knowledge, and resources. Many affluent investors demand a different investment approach, one that elevates their portfolio beyond one-dimensional product strategies and leverages the expertise of highly skilled professional investment managers.

What distinguishes our program is its personal emphasis. It is built around you—your goals, your time frame, and your tolerance for risk. As your needs change, our ongoing management process ensures that your investment portfolio evolves with you. This is not a get-rich-quick strategy or a "hot tip" investment product. Instead, we employ a disciplined process that sophisticated institutional investors have followed for decades in managing their investments.

How do we do it?

By a custom-tailored asset management plan developed from in-depth initial consultations and sustained by periodic face-to-face reviews. We designed this program to replicate at each level the intricate and highly disciplined approach that institutional money managers use in the management of large pools of pension assets.

Your portfolio strategy begins with a personalized investment analysis, then graduates through the portfolio construction process, in which multiple asset classes, multiple style allocations, and multiple specialist money managers are combined to achieve your investment objectives.

The result is a well-tuned, five-step asset management process designed to respond to your individual needs while also responding to the dynamics of capital markets.

  • Determine your risk profile and objectives
  • Set your asset allocation policy
  • Diversify across asset classes and within styles
  • Rebalance your portfolio
  • Report the results

As experienced investment professionals, we are committed to understanding your unique needs and providing the time and resources to formulate a prudent investment strategy to help you protect and grow your wealth.

We are committed to providing you with the highest level of personal service over the long term. Our program is a time-tested strategy designed around your goals and objectives. Through us, you now have access to the disciplined investment process employed by many of America's most successful companies, and access to globally prominent investment managers to implement your personalized asset allocation policy.

If you would like additional ideas on how we can help you improve upon your investment portfolio, talk to us. We look forward to serving your needs in confidence and working with you toward your success in the world of investment opportunity.