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Our Institutional Wealth Management Process

Our services are designed to cater to your organization’s distinct financial needs.  As your trusted financial advocate, we provide objective investment guidance and professional institutional services in a truly independent manner.  We believe organizations that follow a clear and disciplined investment process are better positioned to meet their goals and financial objectives.

Our four-step process is designed to align your unique objectives with customized strategies.

  1. ANALYZE GOALS & CURRENT PORTFOLIO
    Obtaining a deep understanding of the goals and aspirations of your organization is as important as gaining an in-depth perspective of your existing portfolios.  This is the starting point of our distinctive process.

  2. DETERMINE INVESTMENT POLICY AND ASSET ALLOCATION
    A disciplined methodology is essential to create an effective investment policy and implement an efficient asset allocation strategy.  Through extensive consultation with key members of your organization, we will develop or modify an Investment Policy Statement, outlining the duties of our combined efforts and establishing a basis for your organization’s investing future.

  3. BUILD PORTFOLIO
    The portfolio will be built based on our agreed upon, planned recommendations taking into consideration qualitative and quantitative factors, risk and performance measurements when selecting investments and strategies.  Our experienced team is skilled in addressing the unique complexities and concerns that organizations face and, having managed assets through a wide range of market cycles, we understand the importance of adopting a long-term perspective and maintain a consistent approach.

  4. MANAGE AND MONITOR PORTFOLIO
    Continued collaboration with your organization ensures that we continue to support your investment objectives.  As markets fluctuate and objectives change, we make ongoing tactical adjustments, as needed, consistently strategizing to ensure that your plan complements your organization’s priorities.




All investing involves risk including loss of principal. No strategy assures success or protects against loss.

We invite you to experience a truly distinguished approach to wealth management.  Contact us for a confidential and complimentary second opinion.

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