We manage each customer’s assets as if they were our own. Whether you need assistance managing endowment funds, inheritances, retirement plans or other assets, you can rely on our experienced investment professionals.
With assets under management of approximately $1.4 billion, our personal approach and powerful tools are delivered by our local team of more than 30 that will be here for you now and in the years to come.
In order to achieve success as you define it, we customize every portfolio, monitor it closely, and re-balance as needed for consistent goal focus.
The Fiduciary Advantage
Because we work as a fiduciary, we have a legal duty to act in your best interest. We are not driven by commissions; our goal is to ensure your wishes, goals and objectives are carried out. In addition, we deliver:
We have access to the best investment research in the industry, and constantly monitor the marketplace for investment opportunities.
Our familiarity with taxation, trust accounting, trust law, and investments, coupled with many years of practical application, equip us to manage virtually every type of fiduciary account.
It’s not common for one person to be a specialist in investments, real estate, taxes, and estate settlement procedures. Our team is deep enough to have experts in each discipline contributing to your needs.
Permanence and Availability
As a corporation with an indefinite lifetime, you never need to worry about your trustee or executor being unable to carry out their fiduciary responsibilities in the future.
Reporting and Communication
We offer investment clients customized online access to a platform with investment portfolio information 24 hours a day. This tool helps you take a closer look at your retirement strategy and get an at-a-glance view of your allocations, transactions and balances.
With easy-to-understand comprehensive statements, periodic performance review meetings and other tools at your disposal, we can help you make the best adjustments to support your goals.
Here, you truly have a team that is invested in you.