Investment Management
"Successful investment strategies begin with your goals. We manage for steady growth and downside protection. With you and for you, we build a portfolio that is true to your risk tolerance and customized to your family's lives and needs.” – Eric Bennett, Chief Investment Officer
How We Help
A LONG-ESTABLISHED STRATEGY
The core of our wealth management strategy is investment management. Developed in 1997, it was specifically designed for families of significant wealth to meet their unique needs. We serve as your partner, providing you with professional advice, access to resources and knowledgeable investment managers.
CUSTOMIZATION
We customize our investment approach by first recognizing your needs and creating a strategy that’s based on your goals, risk tolerance and other preferences. Our team is driven and inspired to serve the client’s best interests.
PROACTIVE MANAGEMENT
We communicate and monitor your investments with proactive correspondence and timely reporting. Over time, we manage your portfolio with the focus on protecting your assets and managing tax efficiency. We conduct continuous due diligence and monitoring of investments to stay in line with your investment goals.
A LONG-ESTABLISHED STRATEGY
The core of our wealth management strategy is investment management. Developed in 1997, it was specifically designed for families of significant wealth to meet their unique needs. We serve as your partner, providing you with professional advice, access to resources and knowledgeable investment managers.
CUSTOMIZATION
We customize our investment approach by first recognizing your needs and creating a strategy that’s based on your goals, risk tolerance and other preferences. Our team is driven and inspired to serve the client’s best interests.
PROACTIVE MANAGEMENT
We communicate and monitor your investments with proactive correspondence and timely reporting. Over time, we manage your portfolio with the focus on protecting your assets and managing tax efficiency. We conduct continuous due diligence and monitoring of investments to stay in line with your investment goals.
Resources
-
Investment Diligence During a Global Pandemic
Like many institutional-quality investment teams, we follow a rigorous process conducting due diligence on outside asset managers to research new and existing investment options. In addition to traditional investment research processes, like data analytics and interviewing key decision makers, we also employ other techniques to ensure we are making the best decisions possible on behalf […]
Read more -
Chief Experience Officer Royce Ramey Shares Five Things Business Owners Should Consider Before Selling a Business
When it comes time for entrepreneurs to decide on selling their business, it can be a difficult and emotional decision. Family Office Exchange (FOX) featured Chief Experience Officer Royce Ramey’s advice on the “Top Five Things to Consider Before Selling a Business.” Entrepreneurs often reach a point when they are ready to sell their business. […]
Read more -
Pre-Election Planning
Both presidential candidates have discussed substantially different tax plans leading up to this year’s election. It is impossible to predict if or when changes could occur if Joe Biden wins and the Democrats win control over the Senate. Yet, some of the proposed tax law changes in Biden’s tax plan could have significant long-term effects […]
Read more -
Company-Wide Virtual Happy Hour, Sips & Stocks, Helped Employees Stay Connected During COVID-19
Normally, a 4 p.m. meeting on a Friday is a hard sell. However, like everything else in 2020, that changed when the pandemic hit earlier this year. Investments Manager Kolby Sneathern began hosting Sips & Stocks, a virtual happy hour to discuss the current stock market, while employees worked from home during shelter-in-place. The dreaded […]
Read more