Investment Services

Our investment process is designed to accomplish two goals for our clients – delivery of exceptional performance (considering all taxes and fees) and capital preservation. Stated another way, we believe in optimizing risk-adjusted returns.

We offer our clients exposure to many traditional and alternative investment strategies. We believe strongly in diversification. Accordingly, we offer a wide array of asset classes and we take significant steps to offer diversification within each class.

We view investment management as a core activity. Our demonstrated success with internally managed investment strategies, supplemented by our extensive use of specialist advisors and outside managers, adds tremendous value for our clients.

We recognize that families, as well as the people and entities within a family, have differing investment needs and tax considerations. So, we can tailor individual portfolios with an appropriate view of individual needs, all within the context of overall family objectives.

Our investment advice is truly objective. To avoid even a perception that financial incentives could impact our advice, we prefer a relationship fee that does not change as a result of our investment recommendations. We also never accept any type of fee sharing, soft dollars, commissions or other incentives from third parties.