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.