How We Work With You
What good is beating a benchmark if you still can’t achieve your goals? For us, it’s less about markets and returns and all about you.
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1
Understand Your Unique Goals
What keeps you up at night? What gets you out of bed in the morning? By diving into your hopes and dreams—along with your fears and challenges—we’ll determine something much more important than financial goals: life goals.
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2
Achieve Competitive Performance While Managing Risk
The real risk you face isn’t market volatility or short-term fluctuations in your portfolio. It’s not accomplishing your life goals. We’ll work with you to create holistic, goal-based strategies—and measure performance by achieving your goals within agreed timeframes.
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3
Adjust Along the Way
Will your life goals change? Probably. We’ll revisit your goals regularly to confirm what’s most important to you and what may have changed over time, adjusting your portfolio—and risk tolerance—accordingly.
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4
Sharpen Your Financial Instincts
It’s not just tangible assets that shape a person’s worth. We strengthen your financial instincts along with your wealth—so you can stay in control of your financial life and be confident in making even the big decisions yourself.
Wealth Management
A Deep Bench of Expertise for Every Stage of Life.
Beyond invested. It’s not just our technical knowledge and deep experience. Or our impressive list of financial planning services. Or even the highest fiduciary standards of integrity and care. It’s boosting your confidence, instincts and, yes, enthusiasm to be your own strongest financial guide.
Retirement Plan Services
A Strategy That Fits You and Your Employees
For you: clear analysis, independent guidance and fiduciary oversight. For your employees: accessibility, practical solutions and actionable, jargon-free education. Even if you have no intention of retiring, establishing a retirement plan gives you options—whatever path you choose—and helps attract and keep the best people.
Investment Management
A Disciplined Process To Meet Your Goals
Building a financial partnership that prepares you for life’s challenges might start with investments—but for us, it also means bringing you along for every step of the process. An obstacle or a windfall is an opportunity to share as much of our expertise as possible.
Nonprofit Advisory Services
An Action Plan to Address All Your Challeges
We will, of course, design a diversified, global portfolio that maximizes returns while supporting your mission and values. But it’s our expertise in strategic planning, leadership development and fundraising that can help you thrive in the competitive nonprofit world—and make a difference for a very long time.
Learn More About SPGs
Enhance Client service Through In-depth Expertise In Key Financial Areas
Our Specialized Practice Groups (SPGs) serve as internal thought leaders who come together on a monthly basis to review industry practices, relevant legislation, and national/global events that may impact their fellow advisors, clients, and even their local communities. Through education, speaking and writing opportunities, as well as strategy development, our four SPGs provide an important value-add service for the firm in these key areas:
- Financial Autonomy
- Tax and Legacy
- Illiquid Assets
- Risk Management