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Investment Management

Portfolios tailored to your goals.

Tax Strategy

Minimize tax burden over time.

Estate Planning

Leave behind a legacy.

 

Investment Management

Portfolios tailored to your goals.

Individualized

We believe that money is not a goal, it is a tool for achieving goals. With this in mind, we construct client portfolios on an case-by-case basis often using individual stocks and bonds which allows for maximum customization and saves clients third-party costs.

Long-Term Focused

We believe that time in the market, not timing the market, is what builds and preserves wealth over time. With this in mind, we construct client portfolios intended to be held confidently in both bull and bear markets.

Data Driven

We believe that the facts of history are our best guide to the future. With this in mind, we tactically tilt client portfolios towards investment strategies that have historically provided superior risk-adjusted returns.

 

Tax Strategy

Minimize your tax burden over time.

Partnership

 We believe that the best outcomes are achieved when clients' trusted advisors work together collaboratively. With this in mind, we work directly with clients' tax advisors to recommend and enact strategies with investments that reduce tax burden over time.

Proactive Planning

We believe that good plans both look ahead and react quickly to the ever-changing tax landscape. With this in mind, we devise tax strategies designed to reduce tax burden over years and, in some cases, generations.

Charitable Giving

We believe that clients win when money ends up in the hands of clients' favorite charities, not Uncle Sam. With this in mind, we work with clients to build a charitable giving strategy that achieves their goals and leverages their tailored investment portfolio.

 

Estate Planning

Leave behind a legacy.

Collaboration

We believe that important decisions are best made with many expert advisors in your corner. With this in mind, we collaborate with clients' legal counsel during and after estate planning to build and maintain an plan that aligns with clients' desires and values.

Simplicity

We believe that jargon muddies the waters and makes it harder to chart a comfortable path forward. With this in mind, we work to translate all types of estate plans from wills to family offices into language everyone can understand.

Holistic

We believe that high-quality estate plans cannot be independent of clients' investment and tax strategies. With this in mind, we bring these to the table to ensure every part of your plan works together harmoniously.