Our core business is discretionary management of our clients' financial assets and we work not only as a financial advisor, but as their Chief Investment Officer. The wealth management process begins when we meet with a prospective client and gain a comprehensive understanding of their financial needs and objectives. This ultimately leads to the development and implementation of a strategic investment plan that is tailored to the individual client, fully accounting for the client's unique circumstances, return objectives, and risk tolerance.
The wealth management process generally includes the following steps:
Formulation of a client's strategic investment plan and investment policy statement
Manager evaluation and selection
Asset allocation
Portfolio construction and risk management
Identification and implementation of tactical opportunities
Monitoring and rebalancing of client portfolios
Consolidated performance reporting
Within the portfolios that we manage for our clients, we integrate a wide variety of investments and strategies, including the following:
Certificates of deposit and conventional treasury securities