Equity Fixed Income Balanced Opportunistic

Products and Services

Strategic advice and asset allocation which incorporates a broad range of investment management capabilities help to guide our clients along a path of achieving their financial and non-financial objectives.

We design solutions to meet specific client needs.  In order to determine a strategic financial plan for each client, we engage in thoughtful conversations that determine a client’s tax situation, income needs, time horizon, and risk tolerance.  At times, we work with our client’s outside estate planning, tax, insurance and accounting advisors in order to understand all aspects of a client’s situation and to incorporate those considerations into the tailored investment plans we design.

We offer a suite of investment options that span a broad spectrum of asset classes.  We believe a combination of multiple investment strategies and varying management styles allows our clients to achieve enhanced diversification and a desired blend of risk and return objectives. 

We offer our clients access to our proprietary in-house core equity, fixed income and balanced investment management strategies:

  • Our U.S. large-cap growth equity strategy focuses on a concentrated portfolio of high quality companies with above-average growth prospects. 
  • Our core domestic fixed income strategy seeks capital preservation and total return, and is designed to complement a client’s tax status and income needs. 
  • Our balanced strategy blends together our equity and fixed income capabilities in order to reach a client’s desired level of expected return with a comfortable degree of risk.

Beyond our proprietary capabilities, we provide our clients access to other opportunistic investment styles through select strategic relationships with quality asset managers.  These outside managers have satisfied our own rigorous review of their management style and investment analysis.  Upon our approval, we allow our clients to access these other asset classes to maximize diversification and to enhance the overall potential return of their portfolios.