We are seasoned professionals. We are independent SEC-registered investment advisors. We provide guidance, opinions, and recommendations derived from our over three decades of professional practice. Like a good doctor, we don’t have any magic wand, miracle cures, or quick fixes. We are here to help you and your family to the best of our ability.
Each individual has preferences and financial objectives that are unique. We focus on solving those unique issues. If you are looking for a ‘get rich quick’ scheme, all we can offer is a ‘stay rich long term’ strategy. Let’s see if we can get you to your financial destination with less stress and more peace of mind. We look forward to speaking with you.
Click on the letters of our name below to see the five key steps to our proven process:
Your investment experience
Your time horizon
Your risk tolerance
Your return expectations
Your income needs
Modify objectives consistent with risk parameters
Review risk and time horizon goals
Measure performance against objectives
These are the five elements of our work process with you:
Acquaint ourselves with you and your loved ones as we seek to fully understand your family circumstances and investing experience.
Learn all about your existing portfolio holdings and review all relevant financial documents (account statements, trusts, wills, mortgages, insurance, etc.), seamlessly working with your own separate tax and legal experts if needed.
Plan your personal and family strategy. Define your long-term investing, short-term investing, and financial goals. If you have several investment objectives for your savings you may need more than one investment portfolio in order to focus on each goal.
Hustle to implement your investment plan using our extensive knowledge of markets and investments.
Assess and monitor your portfolio constantly for market movements, regular rebalancing, and investment adjustments that may be warranted.
Always Love a Plan that Harnesses Action.
Our business has always been and will continue to be based on personal communication and deep knowledge of each person’s financial circumstances. We take the confidential content of our conversations and written correspondence with you very seriously, and we insist that all our internal and external partners maintain the most confidential and secure processes for all your personal data that we may be working with. Our word is our bond, and although we must use legal documents to establish formal agreements, we only work with clients, colleagues, partners, and service providers who value their integrity and mirror our own values.
It’s indeed a big world out there, and you may find a better personal fit with another investment advisory firm. Many long years in this business have helped us understand that it is built on very personal relationships and your own subjective preferences. Try us, because if you are not completely satisfied there will be no difficulty in switching to a different investment advisor. We are in a very competitive profession and this helps to keep us sharp and client-focused, striving every day to provide you with the best advice and the best service.
Unlike many others, we make a concerted effort to work with you in plain, blissfully jargon-free English. However, if you feel more comfortable in your native language we will do our best to accommodate you in clear Spanish, French, Italian, or Greek. Our investment advice won’t change but our language can. Please let us know your preference and we will be glad to speak with you in the manner you like best. Let’s talk: give us a call!