We're stewards of our clients' financial security

For more than 10 years, our advisory team has been creating financial value for business clients, individuals and families. With more than 260 clients and $700 million in assets under our care, we are an industry-recognized provider of investment advisory services.

• Our Approach
• Our Service Culture
• What We Believe

Our approach

We offer a sophisticated, customized, objective approach to investment advice and execution, using time-honored and modern principles of investing. Our advisors are smart, seasoned, passionate and keenly focused on both the return and risk side of performance. We seek to protect in down-market environments, and participate fully in up cycles.

First-Class Service Culture

• Seasoned Investment Professionals

  We believe our clients receive significant benefit by interacting with advisors who have been through multiple economic cycles, and who know how to navigate bear markets. That's why we hire only the most seasoned investment professionals to work with all of our clients. In fact, our advisor team has an average of more than 27 years of experience in the industry. They're the kind of partners who can gather and analyze information efficiently, while offering great judgment against that information, even in the most economically volatile times.

• Client Reporting

  Ensuring our clients know how their portfolio is doing, and how it got there, is paramount to us.We provide many ways to view data and benchmark results, and present information in an easy-to-follow manner. Our performance measurement and reporting platform affords us the ability to provide relevant results mid-period and on the fly.

  Our clients also have online access to their portfolios and receive monthly statements to supplement comprehensive quarterly reports.

• Communication

  We know that investors who seek out a firm like ours are looking for the type of high-touch service that is often found in a boutique. Call us your concierge for all things financial, and especially for those things associated with your investable assets.

  Our clients can expect regular portfolio reviews, including comprehensive quarterly reports and monthly forecast summaries. Our Operations team is adept, accessible and responsive when it comes to money and asset transfers, and to answer questions with quick, accurate answers.

What We Believe

• Objective Advice

  We believe in providing objective advice, versus advice that's partial to proprietary investments. Our model involves hiring industry-recognized managers, who we rigorously screen through quantitative and qualitative testing. This fully objective practice produces competitive risk-adjusted returns.

• True Customization

  At the heart of our services is a sophisticated financial modeling platform. Our Wealth Security Probability Analysis helps us create specific strategies for our clients' investable assets. Unlike other organizations that primarily ask questions to determine an investing strategy, our analysis is backed by both qualitative and empirical analysis. It's also why we can say that each one of our client's portfolios is different from the next, and specifically positioned against their unique financial objectives.

• Risk-Adjusted Returns

  More often than not, our clients tell us that their main priority is preserving principal value. With that in mind, we aim to capture the majority of the increase in rising markets, and sufficiently protect in down markets. That means optimizing portfolios to a level of risk that is meaningfully below that of the overall market.

  And we have powerful tools to help us. Our Capital Preservation Model is backed by compelling research on the market's trading patterns, and ensures we make unemotional decisions at major inflection points in the markets.

• Preserving value in a bear market

  We believe so strongly in our clients' preservation of principal ideal that we took aggressive defensive measures during the brunt of the 2008 bear market. That means our clients had a wholly different experience than most investors. Our clients told us preserving value was important in uncertain times. We listened, and took action... and we'd do it all over again if faced with the same circumstances.

• Institutional Strategies

  We employ an institutional approach to portfolio structure, much like the approach used in the Yale Endowment Fund, but geared toward individuals. That means we give significant attention to the tax consequences of our investment decisions.

What We Believe

The core of our portfolios is comprised of high-quality, short- and intermediate-duration fixed-income vehicles and domestic equities. However, we combine that with a host of asset classes that enhance returns while minimizing risk. These include:

What We Believe

Income-Oriented Investments
• Senior Bank Loan Portfolios
• Emerging Market Debt
• Domestic and Global High Yield Bonds

Diversifying Investments
• Hedge Strategies
• Commodities
• Managed Futures
• Global Real Estate

Growth-Oriented Investments
• Developed Market International Equities – Large, Mid and Small Cap
• Emerging Market Equities

What We Believe

We also devote a small proportion of our portfolios to opportunistic investments, which include targeted positions in global mega-themes or select industry sectors. These positions are meant to produce outsized returns, typically during up-market environments.

This fully diversified, institutional approach to portfolios allows us to achieve competitive, risk-adjusted returns through all market cycles.

What We Believe

Active Management

We believe in active investing, versus passive approaches, to achieve the greatest returns. Our screening and selection process enables us to identify managers in every asset class that consistently outperform the returns achieved through passive strategies. Aggregating the talents of these exceptional managers delivers a fully diversified portfolio that produces the best results for our client.