Our investment process begins with listening to your objectives, values, concerns, and preferences. Following a thorough "diagnostic" process, some specific steps we typically take include:
Review: existing holdings and relevant financial and legal documents;
Understand: your family's circumstances and experience with investing and investment advisors;
Define: your multi-generational family strategy, including your short- and long-term financial, investment, business succession, and philanthropic goals;
Identify: issues or areas of concern where your current portfolio and estate plans do not align with your goals.
We then work with you to select a long-term strategy and asset allocation that best aligns your return objectives with your ability and willingness to take risk. We develop an investment plan that provides the balance and diversification essential to build consistent returns, and customize investments in your portfolio to meet your requirements.