First, we listen.
Before we can talk about partnership, we need to get to know each other. Pick up the phone and give us a call. We want to listen to what you have to say, learn about you, and answer your questions.
We review your investment accounts and gather any other information you have, evaluating strengths, weaknesses, and effectiveness. Our aim is to get a detailed picture of every aspect of your financial life.
Money ought to be run differently for different people. We sit down with you to get a clear understanding of your short and long-term goals. Once, throughout the course of our communications, we reach the same page, we form a partnership and get to work immediately.
You deserve a portfolio that is truly tailored to your goals. We will design your investment plan to fit your individual needs, providing different options and listening to your feedback.
Monitoring and Adjusting
Financial portfolios are never static. That is why we schedule regular reviews to ensure that your plan always serves your goals. We monitor your portfolio closely and provide you with clear and concise reporting on a regular basis.
Types of Investments:
- Global equities (stocks, mutual funds, ETF’s)
- Fixed income and commodities
- Municipal bonds
- Money market instruments in multiple currencies
- Real Estate
- Alternative investments (e.g. hedge funds)
We will manage each portfolio with a hierarchy of objectives:
- Customized to suit each your investment goals
- Diversification without over diversification
- Minimization of tax consequences
- Liquidity management
- Mitigation of volatility
Need investment advice? Let’s start the conversation.