"Our interactive process involves both client feedback, as well as our professional advice. It is this process that provides the foundation for effective asset allocation."

Relationship Management

BUILDING A CLIENT PROFILE
Before we develop an investment strategy for our clients, we first gather relevant information regarding their current investments and short and long-term objectives.

Next, we identify any potential constraints they may face in working toward their objectives. These may include risk tolerance, time horizon, tax implications, liquidity needs, legal and regulatory issues, and other unique circumstances.

This interactive process involves both client feedback, as well as our professional advice. It is this process that provides the foundation for effective asset allocation.

LEVEL OF SERVICE
Knowing what is expected of us is essential in ensuring a successful relationship. Once a client profile is established, we identify how our relationship will evolve. This may include portions of our Family Office Services, Foundation Services or may be limited to advice regarding asset allocation and investment management.