You’ve accumulated some wealth and have a collection of investments. You are concerned with the risks of the markets and desire to minimize them. Intuition tells you that your investments can be working harder with perhaps less risk. You need more sophisticated portfolio management but don’t want more complexity.
We provide discretionary money management. Our investment team combines extensive experience and education with robust independent research to provide you with portfolio and investment analysis.
Our service includes:
- Investment counseling
- Discretionary money management
- Quarterly reporting of asset allocation and performance
- Periodic personal meetings, depending on your preferred schedule
- Monthly market commentaries
- Annual financial reviews
- Independent custodians
- Separate custodian reporting