Our Investment Management team aims to help ensure our clients’ money is invested where it has the best chance to perform and at a risk level they’re comfortable with.

We help our clients deal with complex issues such as concentrated stock positions, hedging strategies and opportunity zones.

Our investment philosophy is based on institutional-style investing, using best practices from both industry and academic thought leaders in our investment menu design and portfolio construction.

We adhere to four key principles: Effective Diversification, Active Management, Cost Efficiency and Tax Efficiency; and implement customized, all-weather portfolios to help ensure our clients are making financial decisions that are consistent with their values, even in the face of tough emotions and tough times.

This framework helps promote long-term engagement and reduces potentially costly changes to their plan.

Our investment platform is open architecture and can accomplish your clients’ goals with the following:

• Individual Securities (Stocks & Bonds)

• ETFs

• Mutual Funds

• Alternatives

Resources:

• Alternatives - Guidance