Advising on a Long-term Investment Plan

A strategic investment consultant

Asset allocation, diversification, risk management and ongoing reviews are at the center of our investment philosophy. Investment consulting begins with a conversation about your goals and results in recommendations suited to your family’s needs.

We can help you:

  • Develop a personal investment policy and asset allocation guidelines
  • Create customized portfolios
  • Select and evaluate investment managers
  • Coordinate and monitor third-party advisors
  • Prepare and analyze consolidated performance reporting
  • Develop a coordinated strategy for managing legacy investments held by the family