We believe that each client’s needs are different and there is no one-size-fits-all when it comes to investments or asset allocations. That’s why we start every client relationship with a thorough discovery process where we learn their financial objectives and discuss our investing philosophy. With that knowledge, we will craft a portfolio of investments custom-tailored to meet your specific objectives.
What you can expect when we manage your investments:
• We will create a customized asset allocation matched to your specific needs.
• Since we are not tied to any investment company, we’ll pick from a wide range of options and you can be confident that our recommendations are not influenced by anything other than your best interests.
• We will regularly monitor your accounts for any changes that may need to be made.
• We think that client communication and education is a critical component of any wealth manager. You can expect regular meetings to discuss your investments and any changes in your personal and financial life that may necessitate changes to the portfolio.