Wealth Management

Portfolio Management & Analysis

We develop and manage more effective portfolios.

First, we assess your risk tolerance, tax situation, income, expenses, cash reserves and expectations. Then, using proprietary tools and resources, we structure your portfolio to match these criteria.

We recommend appropriate asset categories, percentages and managers. We utilize extensive quantitative and qualitative research to select and monitor the performance of each asset manager. Through ongoing portfolio reviews, we analyze the expected performance of each individual investments, as well as potential risk. We are prepared to recommend when an investment should go on “watch” or when it should be replaced.

We believe that risk management plays a crucial role in any financial plan, and we consult with clients’ tax and legal advisors to compare and analyze existing insurance coverages and recommend potential revisions.

Our independent perspective applies to all these activities and empowers us to always focus solely on the needs of our clients.