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Getting Started
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Our Services
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We offer our clients three types of professional services in investment and wealth management, each requiring specialized and advanced capacities: retirement and financial planning services, investment management services, and wealth
management services.
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Retirement and Financial Planning Services
We offer retirement and financial planning services for a professional fee. Our financial planning engagements may be either comprehensive or specific in scope and may include or exclude implementation. Financial planning clients do not need to be investment management clients of the firm. Each comprehensive financial planning engagement is completed by a Certified Financial Planning certificant, an estate planning attorney and a Certified Public Accountant.
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Investment Management Services
We bring academic research to investors in the form of distinctive empirical strategies from institutional managers that are unavailable to investors without a professional investment advisor. Clients benefit from strategies that have higher expected returns, specific dimensions of risk, more focused implementation and lower trading costs. We offer these services to clients requiring assistance with total investment accounts surpassing $1 million.
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Wealth Managment Services
Wealth management is our most evolved level of engagement requiring significant depth and breadth of field. In addition to integrating the necessary disciplines of wealth management, we innovate beyond financial capital and help develop complementary human, structural, family, and social capital.
This type of engagement requires the greatest commitment of our firm’s resources to our clients and also requires the greatest commitment of participation by our clients.
For clients requiring assistance with the increasing demands and complexities of managing wealth, we offer our Personal CFO Services to clients with total investment accounts closely approaching or surpassing $3 million. In addition to our investment management services, we provide retirement, financial and estate planning services.
For individuals and families requiring assistance with the considerable demands for increased time, resources and collaborative expertise essential for investable wealth greater than $10 million, we offer the rich benefits of strategy and wealth counsel using our proprietary Journey of a Lifetime experience. We create and manage a proprietary whole-system integration of best-in-class technologies to help our wealth management clients make wise choices that help them enjoy the benefits and avoid the pitfalls of their wealth.
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