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ØIndependent and Objective Advisor
- Owners: As such, we report only to the client.
- Consulting Approach: Do not rely on direct/indirect ties for information from Wall Street.
- ØDecision Makers: Direct access to these individuals allows things to get done efficiently and in a smooth manner.
Industry Recognitions
- Ø2010: Barron's The Top 1,000 Advisors
- 2010: Wealth Manager's 2010 Top Wealth Managers
- 2008: Wealth Manager's Top Dog Report
- 2007: Wealth Manager's Top Dog Report
ØFocused Market Opportunity
ØHigh net worth families, pensions, and institutions ØLimited client base
- Client attention and focus
- ØCross-pollination of solutions among clients
ØInvestment Advisor for the Client Team
- ØNot tax, legal, insurance, etc
- ØAvailable to coordinate with these advisors to accomplish a full picture approach
ØHighly Analytical, Not Sales Oriented
ØUnderstand, in detail, each piece of the financial puzzle ØIn depth, internal research driven effort ØDetailed analytics on all financial assets ØCustomized asset allocation and security selection to fit client needs.
ØTechnology
State of the art quantitative systems ØØTrue consolidated portfolio and performance reporting Ø24/7 email and Internet access
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