Sophisticated Wealth Management
We’ve built a client service structure that offers you three distinct levels of support, each offering a wide range of investment and wealth management tools and successively more robust service.
To serve your investing needs, we use a number of strategies and analytics including:
- Designing an Investment Policy Statement
- Delivering asset allocation that matches your time horizons for various goals and risk tolerance
- Providing portfolio management using fundamental and tactical analysis to choose your investments
- Implementing asset protection strategies to help actively manage downside risk
Our advanced planning capabilities allow us to provide meaningful solutions such as:
- A wealth road map that provides direction based on where you are now, where you want to be and actionable strategies to help get you there
- A wealth enhancement strategy to help mitigate the erosive effects of taxes and inflation
- A wealth transfer plan to help wealth pass efficiently to family or friends
- Wealth protection tactics to help protect your assets from risks of loss if unexpected events occur
- A plan for charitable giving
Client Relationship Management
- Ongoing clarity of your critical needs and meeting those needs over time, utilizing scheduled reviews and meetings, to maintain a consultative process.
- Professionals Network Relationship Management
- Assembling and managing a network of professionals, as needed, as well as working effectively with your attorneys and accountants.