Customized Investment Management

Because everyone has a unique financial journey, we build customized investment portfolios to help each client accomplish their individual objectives. When we work with you, we will take into account your objectives, your tolerance for market risk, and your investment timeline.

We emphasize balance and diversification in designing portfolios, meaning we will work closely with you to determine the stock vs. bond allocation that is right for you. Depending on your needs, your portfolio may include individual stocks, individual bonds, mutual funds, ETFs, alternatives such as real estate and private equity as appropriate.

We also offer Environment, Social, and Governance (ESG) Investing, or Sustainable Investing, for those looking to invest in companies with track records as good stewards of the environment, ethical treatment of stakeholders, and strong management policies that align with shareholder interests.

With a background in institutional asset management, we follow a research-intensive process in selecting investments. We emphasize high-quality investments that can help weather the ups and downs of the market. And because we want you to keep more of your returns working toward your goals, we will build your portfolio with a sensitivity to fees and taxes.