How We Work With Clients
Our sole function is to provide independent investment advice to our clients We are not affiliated with banks, brokers, dealers or other financial institutions and are able to serve our clients free from undue influence.
We believe that continuous consultation with our clients is key to aligning investment decisions with their needs.
We are responsive to client social and environmental concerns and at the client’s request, we will include these criteria in making investment selections.
For individual investors, we believe that the incorporation of tax considerations and family wealth planning into the decision-making process is appropriate. We engage in ongoing discussions of these topics in order to orient investment portfolios to best meet individual client goals.