What We Do
 
Every investor or fiduciary's objective is to make effective financial decisions. Our role is to provide the necessary tools, process and relationship for our clients, so that they can comfortably and confidently address the needs of their institution or family. We consult to and provide investment management, fiduciary compliance and educational resources for institutional and private investors, trusts and foundations.
 
Insitutional Consulting
We assist our corporate and institutional clients in prudently managing their fiduciary responsibilities, providing them with a unique set of resources to oversee portfolio design, investment research, investment monitoring, and cost control issues. We further support these processes with the development of an educational curriculum for board members and plan participants. We then become the focal point for the implementation and ongoing management of the strategy.
 
Our firm's effectiveness in consulting is based on an intimate working partnership with our institutional clients. This alignment of interests extends for many of our clients to assuming a co fiduciary status on managed assets.
 
We provide these services for defined benefit plans, defined contribution plans, foundations, trust, and endowments.
 
Private Wealth Management
Our private wealth management practice is focused on enabling our clients to enjoy the benefits of an integrated approach to managing their wealth. Our role is to anticipate and solve financial problems and provide wealth management leadership so that our clients' lives can be easier and richer. We guide clients through strategic decision making based upon goals for their personal lifestyle, family, and charitable legacies.
 
We focus on the elements of wealth management that are truly controllable such as asset location and allocation, market efficiency, costs, and taxation. We then serve as the focal point for investment management, tax planning and day to day organization.

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