Assets and Investments 

Managing your assets and investments is our priority and we believe the following directives make our management approach successful in meeting your wishes:

  • We are unbiased and the advice we offer is driven solely by your needs.
  • We only take the level of risk that is necessary to achieve your goals.
  • We use nationally known financial custodians to ensure that the logistical support you need to conduct business is transparent and seamless.
  • We use individual stocks and bonds, mutual funds, exchange traded funds (ETFs) and, when necessary, outside managers for alternative investments.

Sustainable Investing 

When requested, we offer socially responsible investing (SRI) to those clients who choose to have their monies invested in a manner which reflects their personal values. We build a sustainable portfolio by incorporating our normal risk-based parameters and then overlaying corporate governance, environmental and/or social parameters.