In our initial meetings with clients, we go to great lengths to clarify and define their financial goals in order to establish a smooth and successful long-term relationship. Tax implications are carefully considered; investment timelines are developed through evaluating current assets and earnings against current and future goals. Reviewing retirement and upcoming life event needs is a vital step in our process, as well as defining risk sensitivity levels. We jointly establish guidelines for frequency of future evaluation, communication, and reporting. For our institutional clients, we work with liaisons, committees, and Boards of Directors so that portfolio parameters are clearly constructed. Confidentiality of sensitive information for all of our clients is of the utmost importance.
We tailor each portfolio to our clients’ needs, with varying degrees of allocation of equities, fixed income, and cash (and cash equivalents). We offer growth, balanced, and fixed income styles. Both cash and margin accounts are available.