We strive to build portfolios that will withstand turbulent markets while providing reasonable risk adjusted returns. We build custom portfolios for each of our client’s specifications. For most clients, a portfolio of quality individual stocks is your foundation that is supplemented by diversifying (risk reducing) assets such as bonds, reinsurance, alternatives, and international investments. We recognize the benefits of including alternatives and global assets in our client portfolios and seek out innovative external asset managers to provide a more complete investment solution. Investments are the center of our relationships but we believe strong client relationships require more than just investments.
We provide a range of wealth and planning strategies that are customized for each client. We strive to gain a complete understanding of your situation and to provide strategic advice and detailed planning services including comprehensive retirement planning. Estate and tax reviews ensure your wishes are carried out in an intelligent way to minimize taxes. We also assist with insurance reviews but, in order to remain completely objective, we decline potential commissions and instead utilize a network of trusted insurance professionals. At all times, we strive to provide completely unbiased advice and to be your trusted fiduciary.