How We’re
Different
OUR APPROACH
In-House – Not Outsourced – Portfolio Management
Other boutique firms hand off the management of your portfolio to third parties: either generic computer models or costly asset managers. Not us. We directly handle nearly all
portfolio management in-house, which gives you the highest level of customization and keeps additional fees out of the equation.
Independence & Transparency
We have the freedom to act independently and make recommendations purely on the basis of what’s best for you and your family.
Without any pressure to promote proprietary products, we answer only to you.
We are also committed to full transparency and happy to openly share our fee structure and how we are compensated for the services we provide
98% Client Retention Rate
In a world where changing financial advisors is as easy as changing credit cards, we are proud that 98% of our clients (98.2% to be exact) stay with us,
year after year. In fact, our clients often recommend us to their first, second and third-generation family members who become clients, too. We think this
speaks volumes about the trust they place in us.
Real VS. Artificial Intelligence
We offer a bespoke investment approach, advanced client technology suite and unwavering fiduciary responsibility; necessary elements in the increasing
complexity of the financial industry.
We utilize many of the industry’s most respected and current financial research, analysis and modeling tools. Although this quantitative data is important, we feel a custom QUALITY portfolio of investments can only be constructed by real human beings; our experienced professionals, and you!
We know there are nuances to your life, your goals – and the markets — that automated investing services or DIY brokerage accounts don’t consider. But
the final decisions regarding how your money is allocated and what your household portfolio of assets looks like, with our guidance, is ultimately up to
you
Stop Getting Surprised by Tax Bills
Many of our clients come to us after being unpleasantly surprised by huge tax bills their previous firm either failed to warn them about…or didn’t know
about.
We are ALWAYS thinking about the tax implications of a given transaction or financial instrument. Preventative and anticipatory is important, but we do
not stop there. We place a strong emphasis on proactive tax efficient investment management.
Always Here to Listen and Talk...on Your Terms
We take the time to listen – truly listen – to what you are trying to achieve in the short and long term. Only then do we start to discuss options and make
recommendations, and we’ll do so in language that makes sense to you.
Specialized Advice Now…and for Every Stage of Life
We’re all a little different. Whether it’s your 401K plan, a charitable trust, socially responsible investments, or anything in between, we are happy to provide
advice and guidance based on your specific interests and goals.
We’re also here to help you navigate life’s changes and the inevitable “curveballs” it throws at us.
Whether it’s a big move, a divorce, job loss, death of a loved one, an inheritance, or any other major “life event,” we advise individuals and families on current and generational decisions regarding estates and wills, shared assets, tax considerations, long-term care, life insurance, strategic use of credit, and
wealth transfer goals.
Wealth Management that Extends Beyond Managing Money
Personal finance and wealth management extends far beyond investments, so as our client, we’ll happily answer any personal finance questions you
have.
For example, should you use a home equity loan to finance another property? Want to know if you have the right coverages on an insurance policy? Need
help deciding if you (or a family member) should buy or lease a car?
We’ll happily advise you on all these types of questions…and some you may not even know to ask.
It’s our job to cover your blind spots, to see around corners, and to plan for what is (or could be) coming down the road. No question is too small, and
we’re here for you, so ask away.
Ready for More Than a Quarterly “Check In” Call?
Tired of hearing from your advisor only once per quarter for what feels like an obligatory “check-in call?”
Sure, we schedule quarterly calls, but changes in your life and the financial landscape don’t stick to a quarterly schedule.
We are constantly monitoring proprietary research, market trends, new financial instruments and, of course, tax implications, so you’ll hear from us when
opportunities arise or smart adjustments should be made rather than waiting for the “quarter” and missing out.