Services

Understanding your goals. Creating a plan.

Begin with a Plan

At the beginning of every relationship we provide a retirement plan for our clients. This service functions as the starting point for our ongoing portfolio management clients. Included in the service is a discussion of your most pressing financial concerns centered around retirement planning.

The focus is on understanding your goals for retirement and coming up with a comfortable spending plan and connecting your investment portfolio to your needs. Planning projections, net worth statement and asset allocation comparisons will be provided with a summary of recommendations. The planning work is never really completed and something that is ongoing throughout retirement. Going forward planning is integrated heavily with the portfolio management that is done on an ongoing basis.

Invest For The Long Term

Investors around the world are increasingly aware of how certain business practices impact the environment and how that may impact future generations. As a result many investors are asking how they can align their investment decisions with their views on Sustainability. Our approach to Sustainability investing seeks to address the sustainability issues important to investors while continuing to offer broad diversification.

To meet this goal, sustainability considerations can be integrated within a robust investment solution that pursues diversification through increased weighting to securities with smaller market capitalization, lower relative prices and potentially higher profitability. Our approach can offer investors the ability to pursue their sustainability and investment goals simultaneously.