investment Advisory and Management
Our financial advisors craft investment solutions, including tax-sensitive and sustainable strategies, that are custom tailored to meet your specific financial objectives. Our proprietary screening methods, deep research tactics, and open architecture universe of best-in-class asset managers are all keys to your success. We’re 100% independent and are not pressured to use particular products or managers — a distinct advantage over large firms.
What We Do
- Conduct an initial analysis of your values and goals, identifying your risk tolerance, in order to develop a path and plan to reach your goals.
- Provide global asset allocation analysis and modeling, including all global, traditional, and alternative investment options, including private equity and debt.
- Design and implement specific investment portfolio strategies in line with your goals.
- Continually evaluate and review your portfolio to ensure execution is meeting all goals and objectives.
- Regularly monitor and review investment funds and asset manager performance.
- Conduct periodic performance and strategy reviews (e.g., quarterly, semi-annual, or annual).
- Online account aggregation and planning via WealthDirect.
- Collaborate with outside professionals, such as your attorney or CPA.