For over two decades, we have managed customized and tax-efficient portfolios through multiple market cycles
Understand client investment objectives, risk tolerance and financial picture
Develop investment proposal and rationale
Utilize an attractive mix of passive and internally managed portfolios
Execute transactions consistent with an unemotional and long-term investment plan to take advantage of the constantly changing investment landscape
Conduct on-going review and periodic rebalancing of portfolio and tax loss harvesting
Identify and evaluate private investment opportunities where appropriate
Provide consolidated performance reporting using aggregation and analytics to monitor all client assets
Minimize investment expenses to increase net returns
Our services go well beyond the investment portfolio, but include a financial plan and services to help clients achieve their long-term goals
Understand client history to better inform goals and investment strategy
Build a comprehensive financial plan tailored to each client’s specific goals and objectives
Proactively plan around significant life and economic events (i.e., retirement, real estate sales, and tax reform)
Review estate and trust documents to identify legacy goals and minimize estate and income taxes
Review insurance policies to ensure sufficient coverage and liability protection
Advise on effective charitable giving strategies
Explore opportunities to proactively maximize total after-tax return
Educate next generation of multi-generational families to increase financial literacy efforts and preserve legacy
Coordinate with outside advisors to ensure accuracy of client’s holistic picture
Our investment management experience includes managing endowment and foundation portfolios for local and regional high-profile non-profits and institutions
Work closely with the board and investment committee to make certain the investment policy statement reflects their needs and long-term goals
Maintain regular interaction with most boards and/or investment committees and work with the executive leadership on an ongoing basis – both for investment management services and to understand the mission and the institutions’ changing needs
Provide transparent, intuitive, and timely reporting including online access to daily performance
Leverage our longstanding institutional client relationships and leadership experiences to support organizations’ leadership teams and board on important governance, development, and strategic planning issues
