Investment Philosophy

The core of our wealth management strategy is investment management. Our firm has more than a decade of experience managing money for wealthy families. In our investment philosophy, we regard as prudent those strategies which safeguard our clients’ financial position for the long term, and seek to return steady growth in all market conditions.

A PRUDENT STRATEGY
FOR A DYNAMIC WORLD

  • Involves asset allocation and investment manager selection by our investment team overseen by our investment committee
  • Seeks attractive returns while controlling risk and volatility
  • Creates a diversified portfolio, avoiding risky or unattractive asset classes
  • Hires best-in-class money managers rattier than choosing stocks internally
  • Rigorously monitors asset allocation

STRATEGIC
AND CUSTOMIZED

  • Focuses on investment alternatives and issues unique to wealthy individuals and families
  • Thoroughly evaluates the client's portfolio, financial position and goals
  • Carefully appraises the tax efficiency of investment alternatives
  • Seeks to minimize fees, transaction costs and taxes