What Exactly We Do

Money should be managed for its purpose. To help our clients achieve this, we provide expert investment management, financial planning, advisor integration, sustainable investing, and investment services for non-profits. We closely integrate these services because we believe in comprehensive solutions that help provide you with an exceptional client experience.

Investment Management

We take a holistic view of your overall financial life and create an investment strategy tailored to meet your unique goals. We structure high-quality, diversified portfolios to weather market ups and downs. We invest primarily in mutual funds and Exchange Traded Funds (ETFs) that provide liquidity, transparency, simplicity, and reduce trading costs. We formulate and adjust your asset allocation by continually looking at the world and translating our findings into investment opportunities. We perform independent research to select and monitor the securities we hold and keep a careful eye on costs and opportunities to minimize taxes.

Learn how we can help

Markets are tough. Are all your investments working together to meet your goals?

I’m not 100% sure.

Read more

Financial Planning

We view a financial plan as an essential road map to your future. Our planning integrates cash flow, retirement, insurance, estate planning, tax management, investment strategies, philanthropy, and other important components of your financial life. We start by getting to know everything from your highest aspirations to lifestyle choices to details about your children, your interests, and even your pets. We want to know you on many levels so that we can create a plan custom-fit for you that will empower you to live a secure, confident, and fulfilling life.

Learn how we can help

Do you understand what could derail your best laid future plans?

I’m not 100% sure.

Read more

Advisor Integration

You can have the most perfect puzzle pieces in the world, but unless they fit together seamlessly, there will be gaps. The same goes for the pieces of your financial life. We coordinate with the other professionals and experts you work with – including attorneys, accountants, insurance providers, and trustees – to create your personal financial village. This ensures that your estate and tax plan are coordinated with your investments and your retirement plan so that there are no missing pieces.

Learn how we can help

Everybody needs a village. Who’s running yours?

I’m not 100% sure.

Read more

Sustainable Investing

Many of our clients are passionate about making a positive impact on the world, and for some, this passion extends to how they choose to invest. We are committed to sustainability and to offering sustainable investment options to enable our clients to align their investments with their values. While sustainability can mean different things to different people, sustainable investing commonly incorporates Environmental Considerations, Social Responsibility and good Corporate Governance (ESG). Over the long run, we believe companies that adopt positive sustainability practices will outperform those who do not.

Learn how we can help

Sustainable investing is evolving fast. Are my investments aligned with my values?

I’m not 100% sure.

Read more

Investing for Non-Profits

We recognize the unique spending needs and investment horizon of many non-profits, and we design investment policies to meet each non-profit’s specific needs. We help non-profit boards meet their fiduciary obligations pertaining to their investment policy and asset management obligations, essentially functioning as an extension of their board. We meet regularly with investment committees and boards to discuss performance and strategy, and to ensure we are aware of any organizational developments, capital needs, or changes in spending policies.

 

Learn how we can help

Non-profit board members have unique fiduciary duties. Are you confident you are meeting yours?

I’m not 100% sure.

Read more