Investment Process

It begins with a conversation


Wealth management is based on trust, so our first step is to pair you with an advisor who is the right fit with you. From there, we will take the time to appraise your current financial priorities and long-range goals to develop your individual investment policy. This policy guides the portfolio manager to each client’s optimal asset allocation.

Taking the long view

Studies prove getting the asset mix right is critical to meeting your long-term objectives – far more so than security selection. We ensure new assets match your investment policy and are complimentary to all your existing holdings.

In that way, we are able to build portfolios that are as individual as our clients, one company at a time.