Meeting your current needs with a solution from our broad skill set is our number one priority. Our initial meeting is focused on detailing how we would go about helping you with your pressing issues. We will detail our capabilities in this area so you can ascertain if we have the requisite skills and approach to fulfill your near term requirements.
As our relationship develops, we believe it is important to get to know more about our clients and their objectives. If you are unsure, what you want to do with your financial issues, we can help educate and guide you through the various options. We have a get to know you questionnaire and sophisticated portfolio analytics that can help you get organized on where you are today and how best to reach your goals. Tradition provides strategic generational and charitable gift planning as well as tax minimization tactics. We are here to help you on all of your financial issues.
All of our clients turn to us for customized investment advice. We work with your existing portfolio to provide a tax efficient strategy to transition your portfolio to a portfolio that has an improved expected return versus risk profile, all the while focusing on tax minimization tactics. We will work with you to determine what adjustments or potentially wholesale changes are prudent and discuss the merits of these potential changes. Clients look to us for both total diversified portfolio solutions and individual point solutions like managing an income generating equity portfolio. We work to find out what you need and then bring the necessary skill set to manage your portfolio.
About the only certainty when it comes to the financial markets is that they will change, and so will your financial situation. We like to meet with our clients at least once per year and more frequently initially as we get to know you. These meetings can be in person, web or phone depending or your availability and preferences. In addition, we are also available by phone or email on short or no notice. Our communications are tailored to your specifications and can provide you with your choice of web based, email or hard copy updates.