Home

Our Process

Our process is to develop and maintain a high-quality, well-diversified portfolio that suits each family's current and long- range financial objectives.

Here is how we do it:

    • evaluate current assets and current strategic allocation based on risk tolerance, income goals, capital appreciation goals and marginal income tax rate

 

    • detailed review of current assets to determine quality, performance and "fit" with strategic asset allocation plan

 

    • determine adjustments including additional asset classes required to implement plan and tax implications of proposed changes

 

    • reposition assets in taxable accounts, non taxable accounts and family accounts

 

    • avoid concentrations of individual holdings, sectors and asset classes

 

    • implement tax strategies as necessary on an ongoing basis

 

  • review, monitor and implement a disciplined rebalancing strategy including tactical adjustments based on current market conditions