Investment Counseling
We collaborate with you to consider and agree on an investment objective for each pool of money you have. To determine your investment objectives, we consider your:
- Liquidity Needs
- Income Requirements
- Tax Sensitivity
- Risk Tolerance
- Time Horizon
- Legacy Positions
- Investment Restrictions
We recognize that your money may be invested in a number of accounts or pools with different goals. Our quarterly reporting provides you with a holistic view of your entire portfolio so you can see your overall asset allocation and performance. It also provides this same information on an individual account level.