A GENERATIONAL RELATIONSHIP – the foundation of our firm; a process designed to help you make decisions consistent with your family goals.
CUSTOMIZED INVESTMENT STRATEGY – we customize an investment strategy unique to your investment goals and individual circumstance.
EVALUATE ECONOMIC CONDITIONS – we meet regularly to discuss and evaluate economic conditions, the investment sentiment and monitor portfolio strategies.
ASSET ALLOCATION – we design and implement an asset allocation strategy that incorporates the economic outlook, while meeting your objectives.
IRA TRANSFER OR ROLLOVER – we can help you choose which IRA is right for you and guide you through the process of rolling over or transfering an old IRA or 401K from your previous employer.
INDIVIDUALLY MANAGED SEPARATE ACCOUNTS – we review and select investment managers, matching their investment approach, philosophy and style with your needs.
CUSTODY SERVICES – provided by Pershing, LLC, a wholly owned subsidiary of The Bank of New York and Schwab Institutional, a division of Charles Schwab & Co., Inc., and Goldman Sachs.
PLANNING FOR MAJOR ASSETS – we may assist you in planning for the acquisition and disposition of major assets.
INTEGRATION IN TAX AND ESTATE PLANNING – we can manage your assets in a tax efficient manner and provide you access to estate planning professionals.