Broker Check

Investment Management

We believe that individuals and families with significant wealth can benefit from the rigor and sophistication that typically characterize institutional portfolio management.  Our approach to managing client assets is rooted in the following core strengths:

Deep Understanding

Before we invest any money, we determine a client’s goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification.

Disciplined Portfolio Construction

Based on the specifics of each client’s situation, we provide exposure to an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each asset class—across sectors, industries, and countries.

Rigorous Oversight

When implementing a client’s investment strategy, we use a stringent process to screen top money managers, selecting those who meet the objectives established for the client. Once the appropriate managers have been chosen, we provide ongoing oversight and make changes as necessary.

Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.