A new standard of portfolio management

A new standard

You have goals for your wealth. We work alongside you as an advisor to construct, manage and monitor a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your interests and needs above all else.

Using a wealth of resources, we gain insight into the risk and return characteristics of your investment options. Our priority is to help you make informed financial decisions about the components of your portfolio and our approach weighs several factors – your goals, time horizon and tax implications – to create the strategy that is best designed to fit your life. Our Partners Program is a Separately Managed Account (SMA) with institutional quality investment managers offering you an alternative investment solution.

We are always monitoring trends and events so that, when your needs and situation evolve, we can adjust accordingly to ensure we are always in sync with you and measuring up to your expectations.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.

Alternative investments are available only to those who meet specific suitability requirements including minimum net worth tests. Please review any offering materials carefully and consult with your tax advisor or accountant before investing. There are special risks involved with alternative investments, including liquidity, constraints, tax considerations, fee structures, potentially speculative investment strategies and different regulatory and reporting requirements. You should only invest in hedge funds, managed futures or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.