Private Client Group
For affluent individuals and families who want to both grow and protect their futures, this group offers a comprehensive suite of wealth management services.
We start by getting to know you – your goals, your hesitations. We’ll work with you to construct a dynamic financial plan that helps you get where you want. Our process revolves around your plan. We guide your future with you.
Our team is comprised of individuals from diverse educational backgrounds to provide you with a range of expertise – from MBAs to PhDs. We foster a collaborative environment in order to deliver a complete picture of your financial position.
Our Philosophy Lives in Our Process
We trust the market. What does this mean? We believe that you cannot consistently outperform the market nor be distracted by market outliers. They’re short-term. The combination of our beliefs in market efficiency and mean reversion serve as the bedrock to our philosophy on what drives long-term investment success: capturing market returns over time. Excessive investment costs erode returns over time. Excessive downside risk can destroy portfolio value. We control costs and employ a diversified portfolio.
Our Independence, Your Benefit
We are compensated on a contracted fee basis. We never use proprietary products and do not receive compensation from investment product providers. By aligning our compensation with the success of your portfolio, we receive our income from serving, not selling.