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CLIENT EXPERIENCE

ONE VISION, ONE TEAM

Family at a Beach

Wealth Management

We specialize in coordinating with your other financial professionals to bring a team-based approach to investment and wealth management

We get the “big picture” when it comes to building and protecting wealth. How you invest over the long-term has a meaningful impact on your taxes and estate plan, your retirement, education funding, inheritance and charitable giving plans, and even on financing strategies for asset purchases throughout your life.

As our client, your individualized and documented investment strategy is designed with careful consideration of your overall financial situation.  Each client is unique.  That is why we specialize in coordinating with your other financial professionals to bring a holistic approach to investment and wealth management.

If needed, we also refer clients to professionals that we have worked with in various areas of expertise that have provided high quality services to our clients over the years.

Foundations & Non-Profits

To be successful in growing institutional assets, a written investment policy and long-term risk-managed strategies are key building blocks

Non-profit and foundation board members have a legal fiduciary responsibility for prudent management of investment assets. 

Boards face significant challenges in answering the following questions:

  1. What is the purpose for our accumulated assets and what are the guidelines for drawing on those assets?

  2. How much risk is prudent when trying to earn a return?

  3. Are we earning enough return for the risk we’re taking?

  4. With frequent turnover in board and committee members, how can we create a long-term strategy and purpose for our assets that will stand regardless of leadership changes or investment manager changes?

We work with boards and committees to draft a written policy statement that stands as a long-term roadmap for investing assets, regardless of changing board members or changing investment managers.  This policy document drives all investment decisions, creates a consistent and clear format for performance reporting and prevents excessive risk-taking by outlining specific guidelines for portfolio construction.

 

Our relationships with some of our institutions have lasted over 20 years, and we understand the vital importance of these assets to the basic operations and future successes of an organization.  Beyond policy statement drafting, we develop and manage custom investment portfolios, provide custom reporting and also serve as a strategist in lending arrangements, all within the context of the long-term plan for the assets.

We are proud to be a trusted fiduciary partner to the board members of our clients’ organizations focused on a greater cause.

Gardening
Doctor and Patient

Small Business & Physician Practices

Long-term investing, strategic thinking and coordination across your financial professionals are necessary to achieve complex financial goals.

Even the most successful business owners wonder if they are doing all the right things with respect to building and protecting their wealth. Income uncertainty, liability protection, regulatory impacts, retirement planning and business and personal tax strategy are unique concerns for those risking it all to run their own business.    

To complicate matters, your schedule is demanding.  You have limited time for assignments and investment meetings and even less time to coordinate information between your accountant, estate attorney, benefits administrators and other investment professionals to make sure everyone is working as a team for your financial success. 

An investment strategy should not be designed without careful consideration of your overall financial situation, and each client is unique.  That is why we specialize in coordinating with your other financial professionals to align your investment strategy with your overall financial success.   

Through our decades of working with corporate executives, small business owners, and physician practices, we understand the complexities of integrating personal wealth with professional success.

Wealth Mangement
Small Business & Physician Practices
Foundations & Non-Profits
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