Wealth Management Services
Complete Approach to Definitive Wealth Management
Comprehensive financial planning is the complete approach to addressing our client’s entire financial lives.
Proper long term wealth management will bring a wide range of opportunities, as well as diverse financial challenges. Common sense tells us that such a broad and complex plan requires a holistic strategy and approach.
Our investment philosophy is that comprehensive financial planning is the only solution that can provide our clients with sound, definitive wealth management they require and, quite frankly, deserve.
Competency: Requiring the highest standards of proficiency in the industry.
Comprehensive: Practicing a holistic approach to financial planning.
Compensation: Using a Fee-Based model that facilitates objective advice.
Client-centered: Committing to a fiduciary relationship that ensures the client’s interest is always first.
Complete Disclosure: Providing an explanation of fees and potential conflicts of interest.
From time to time, we are told that our commitment to eliminating financial conflicts is overkill. Interestingly, these comments have never come from clients.
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How we work
Through the use of well-defined asset allocation models, we are able to assist our clients to confidently achieve specific objectives. Tax efficiency, diversification of risk, enhanced financial security and optimizing return potential are all hallmarks of our wealth management services.
Our investment strategy is based on the science of investing built upon decades of academic research and institutional application. Our portfolios are designed to accomplish one single task – to meet or exceed the predefined portfolio benchmark while minimizing risk through prudent diversification. Our philosophy is firmly grounded in both Efficient-Market Hypothesis (EMH) and Modern Portfolio Theory (MPT).
Socially Responsible Investing
Investments Tailored to the “Activist Investor” Focusing on Your Values
Socially Responsible Investing Funds
These funds avoid companies that produce products that have varying levels of controversy such as firearms, gambling, tobacco, alcohol and possibly fossil fuel.
Environmental, Social and Governance Funds (ESG)
ESG funds tend to look at companies on both financial and non-financial criteria. The non-financial can be based on their quality of management, culture, risk profile and other value-based standards. These companies are usually leaders in their industry, better managed, forward-thinking and elevate corporate responsibility.
Social Impact Funds
Impact funds are investments made with the intention to generate positive, measurable social and environmental impact along with a financial return. These types of investments look at the impact on society first, and financial returns second.
These funds only invest in stocks that follow the values of a specific religious denomination.