It starts by building real relationships
We get to know our clients, and have them get to know us. We work hard to understand what’s important to them, and they get to know how we work. We’re direct and easy to work with, and bring decades of institutional experience to managing your and your family’s investments.
Next, we work together to build a strategy
By working closely with you, we can get closer to what’s most important to you. This approach helps us understand your investment goals and objectives, so we can help you create strategies to achieve them. Because understanding your objectives isn’t just a feature or service—it’s what makes us different as an asset management firm.
Then, we focus on implementing your investment strategy, keeping costs down, and managing risk
We know that if we can keep costs down and protect your assets when markets are suffering major reversals, you get to keep more of your money. We focus on managing costs by directly managing core equity strategies and using outside fund managers only for non-core holdings. For clients that are concerned about equity risk, we use option strategies to reduce equity exposure during dramatic downturns.
And always, we’re looking for opportunities
Access to alternative investment opportunities is a key part of what we do. We’re going to bring you both direct investment opportunities that we identify and select third party solutions. We’re also always available to help you analyze opportunities that come straight to you and let you know where we think they fit in your portfolio. Then we’ll monitor and report on their status to make sure you know how they’re performing.