Investments are an important component to a healthy financial life. We take the time to create custom asset allocations specifically designed to help you pursue your financial goals. We begin by gaining an understanding of your long-term objectives, liquidity needs, risk tolerance, estate planning goals and investment timeframe. We then develop a diversified portfolio to help guide you toward achieving your goals.
We work to ensure that your portfolio is diversified across asset classes and incorporates cash, fixed income, equities and alternatives as appropriate given your current financial situation and long-term objectives. We allocate across multiple asset managers with a focus on reducing expenses within the portfolio, and we consider a variety of vehicles including individual securities, mutual funds, exchange-traded funds (ETFs) and separately managed accounts.
We never take a set-it-and-forget-it approach to asset allocation. Instead, we periodically monitor and report on your portfolio’s performance and make changes as necessary to keep up with market conditions and your ever-evolving financial life.