A COMPREHENSIVE PROCESS & Personalized Account Options

We serve clients with a minimum of $1,000,000 in investable assets, and manage many types of accounts, depending on each client’s unique financial situation.

Portfolio Managed Account (PMA) Models

  • Diversified portfolios with a long-term perspective—built by selecting strong, reliable businesses
  • Allow us to buy and sell in clients’ account at our discretion, while providing cost transparency

  • We begin with a deep discovery to understand your goals, dreams, current financial situation, investment experience and risk tolerance.

    Questions may include:

    • What will your wealth help you achieve?
    • Where do you see you/your family in 5, 10, 20 years?
    • What does an ideal retirement look like?
    • How do you plan to transfer wealth?

  • Through personalized planning and solutions, we design a wealth plan intended to help you reach your objectives.

    We present our recommendations to you, answer your questions, consider alternatives and then outline the steps to implement your plan.

    • We execute your customized strategy and solutions.
    • We also incorporate our Total Wealth Solutions specialists or your existing professionals.
    • Finalize account types, investment products and optional services, and complete necessary paperwork in a coordinated approach.
    • We continually monitor your progress relative to your defined objectives and suggest changes where needed.
    • Your involvement in the process and communication of any significant changes in your life is key – we accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews.
Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt