With over 20 years’ experience on Wall Street at Merrill Lynch and Morgan Stanley we have the training and expertise that you need. Working closely together we will help you navigate all the noise, emotions and distractions that challenging markets will present. We are grateful and take pride in having many long term relationships with our clients that exceed well over a decade.
We find time and time again that both Warren Buffet and John Bogle remain as the core foundation for our investment process. From understanding risk and portfolio concentration with Warren Buffet to investment fees and passive investing with John Bogle. We can show you how we use their insights to create custom portfolios.
We use a blend of active investment managers, passive investments and alternative investments (If suitable and qualified) to create customized individual portfolios managed for your specific goals. We are not tied to a single Wall Street firm that's tied to a single set of product offerings. Instead we have access to all of what Wall Street has to offer allowing us to provide best-in-class solutions for investing and planning. Vanguard is an example of manager that we can now access where previous firms would not allow us to do so. We offer unbiased, objective and independent advice free from conflict.
Why does Harvard’s Endowment, Corporate Pensions and other institutions use Alternative Investments to help meet their investment goals and should you being doing the same? If you are a Qualified Client ($2.1Million net worth) or Qualified Purchaser ($5Million Net worth) we can help you answer that question. We can walk you through the strategies, risk and returns profiles and potential diversification benefits of adding Alternative Investments to your portfolio.
We have a complimentary consultation meeting (Or Zoom Call) to review your current plan, goals, concerns and answer any questions that you may have.
Once we understand your goals and objectives we will show you what changes or additions will benefit you to reach your goals.
When you decide to work with us, we will help you consolidate accounts, transfer assets, deposit funds. Fidelity will be the custodian for your assets.
We will invest your assets according to our suggestions. We will help you download your financial app for your phone so can begin reviewing all your assets with one login, not six.
Updates on markets, review of goals. If you have questions about refinancing, life insurance, car, second home purchases, taxes and more, we are always available.
| Assets Under Management | Management Fee |
|---|---|
| $0 - $999,999 | 1.15% |
| $1,000,000 - $1,999,999 | 0.85% |
| $2,000,000 - $4,999,999 | 0.80% |
| $5,000,000 - $9,999,999 | 0.65% |
Our only objective is serving your best interests. Everyone’s goals and objectives is unique and we provide a range of services that brings your financial well-being into focus.
Our financial planning will organize all facets of your wealth from real estate, business equity, investments, life insurance and more into your custom tailored plan.
Your investment strategy will be customized to meet your goals and risk tolerance. We tailor our investment strategy to each client’s needs and goals. We do not cookie cutter your investments as some other firms do.
We start by helping you identify your goals and evaluate where you are relative to those goals. We evaluate your options and recommend strategies to help you get you where you want to be. We don’t stop there. We help you implement the recommendations. Then, we continually monitor your financial situation to ensure you remain on track to achieve your financial dreams.
We link all your financial accounts for a complete and up to-date view of your financial situation. Our analysis and recommendations are comprehensive and reflect current market conditions.
With a daily snapshot of your progress, we can alert and remind you of financial factors that may impact your ability to achieve your goals. This relieves you of organizational burden, allowing you to focus your energies on what matters most in your life.
Our wealth management system provides both you and our team with a secure view of your financial progress. We can collaborate with you online at anytime, no matter where you are.