Asset Management is the process of making the most of your wealth in pursuit of your financial planning goals. We develop an Investment Policy that results from assessing your level of risk. We then prepare a disciplined plan for investing your assets and for monitoring and reviewing them on an ongoing basis. (See our Investment Philosophy.)
When the power of the financial planning process is combined with a rigorous and disciplined approach to investment management, we call it wealth management. These services are offered as an integrated service for a single fee.
To insure that we remain able to provide the highest quality service to our clients, we observe certain minimum thresholds for client relationships: Our minimum portfolio size is generally $500,000. There are exceptions to this minimum, particularly for clients who are adding to their portfolio on a regular basis.