A methodical approach 

 

Our process is an end-to-end experience that starts with getting to know you and lasts as long as our relationship does. We continually monitor your portfolio and provide both proactive and reactive advice, responding to market trends, shifting needs and evolving goals. 

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Discovery and analysis

  • We get to know what matters to you, your objectives and your constraints
  • We determine appropriate time horizons for different portions of your assets
  • We consider cash flow requirements for lifestyle, business, and philanthropic commitments
  • We work through what is important to you beyond risk and return when it comes to your investments
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Advice and implantation

  • We prepare a comprehensive financial plan with input from a team of dedicated professionals
  • We present multiple scenarios for better-informed decision-making
  • We present portfolios that align with your risk and return preferences, while seeking impact in ways that align with your personal values
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Ongoing support

  • We manage your portfolio on a discretionary or advisory capacity, offering you the level of day-to-day involvement you desire
  • We regularly review your portfolio with you on a schedule that meets your needs
  • We respond to you with thoughtful guidance when you have financial decisions to make such as major grants, spending decisions, or investment opportunities beyond securities
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Ready to get started?

 

The first step is a conversation

Contact us today