Our Process

First, we listen.

We are thorough in our task of getting to know and understand you and your family. By asking questions and listening to your objectives, we are able to develop customized strategies designed to fulfill your vision. We include your tax advisors, estate planning counsel and other trusted advisors in the process. With your direction, we form a comprehensive plan that is focused on your priorities, your legacy — and above all, your vision

Define your legacy.

When we fully understand what is most important to you, we can begin the process of developing a plan that truly defines your legacy. We can fulfill your vision by prioritizing your goals and your relationships through the implementation of your estate planning strategies, succession plan and investment plan. We execute these strategies continually through ongoing dialogue and an ongoing understanding of changes in tax law, estate law*, economic conditions and investment markets. As plans are executed, we walk you through each stage with clarity and purpose.

Asset Allocation.

We believe your comprehensive asset allocation** is the most critical factor in developing a plan to facilitate meeting your long-term objectives. The integration of estate planning and asset allocation can significantly impact your family’s balance sheet and is a core component of our portfolio construction process. Our integrated approach provides you and your family with a comprehensive strategy and clear objectives that can help bring confidence in reaching your financial goals.*

Due diligence.

Investment due diligence cannot be confined to the selection stage; it needs to be an ongoing process. Our continued evaluation of investments is designed to incorporate risk management through the elimination or addition of certain strategies within your portfolio, while being attentive to any tax ramifications

Investment selection.

We have adopted a rigorous process for selecting your investments that includes the evaluation of risk controls, persistent records of in-depth, repeatable strategies and aligned financial objectives. Our objective analysis includes the use of qualitative research and one-on-one dialogue with investment managers*** and analysts. We are thorough in understanding an investment manager’s philosophy, process, team approach, incentives, tax implications and other critical variables which may impact outcomes. Past performance is not a guarantee of future results.

Meaningful ongoing discussion.

We believe one of the most important elements that contributes to your success is our ongoing dialogue. Our mission is to help to keep you on track to meet your objectives with regular planning analysis. With your permission we can meet with your family members to educate them on your plans, your wishes and on the core tenets of financial responsibility. We also offer educational opportunities for specific areas of finance that may be of interest to you and your family members.