We believe that diversification of a family’s assets plays an important role in managing overall capital risk. Our platform allows us to select from a mix of different asset classes, styles and strategies to build an individualized plan across all of the family’s accounts. Our clients span a wide range of investment objectives from the very conservative to the very aggressive. Whatever your risk appetite, we treat all investors with the same level of care, respect and diligence to assist in meeting your investment objectives.
Most of our clients choose to have their managed accounts custodied at Pershing, a subsidiary of Bank of New York Mellon Corporation. Assets at Pershing are protected by SIPC. This independent custodial arrangement is designed to provide oversight and safekeeping of client’s assets. In addition, client cash balances are held in a secure savings vehicle that separately offers FDIC insurance of up to $2,500,000 for each of our clients’ cash deposits.
Our mission is to meet your objectives while paying close attention to the risk/reward relationship in investing. We well understand that what matters most is what’s left at the end of the day – after all taxes and fees have been paid – and that the best financial plan is supportive of each client’s individual needs and goals, not just a race for returns.