We customize our approach to meet your needs
We construct portfolios individually so that we can have the maximum impact on risk, return and taxes for each and every client. After evaluating your existing strategy, we develop a well-thought out plan for improving/managing your portfolio. This includes identifying the promising investments you already own and will rarely take the form of the revolutionary changes that many money management firms employ when they “convert your portfolio to their model”. We work to keep investments that are in keeping with your articulated strategy and incorporate them into a prudently built portfolio that is low turnover and low cost.