Our Philosophy Understand Client Needs and ObjectivesThrough intent listening we gain a thorough understanding of our clients' goals, financial responsibilities, and unique circumstances. We believe that by knowing our clients well we are able to bring greater value to the relationship.Institutional Investment PracticesWe recognize the substantial accomplishments our clients have achieved in amassing wealth. As such we use an institutional approach, like many major organizations such as college endowments and pension plans. We employ an investment process which places a premium on potentially generating more consistent year-over-year asset growth, while managing volatility and risk.Client CommunicationIn order to help clients accomplish their goals we believe it is critically important to have an understanding of the clients' circumstances as they evolve over time. To that end we maintain an ongoing dialogue regarding your evolving goals and keep you informed of your financial progress.Sophisticated SolutionsWe have available for clients an extremely broad array of investment products. In addition to traditional investment vehicles such as stocks, bonds, mutual funds, insurance and annuities we can, where appropriate, include non-traditional assets that serve to add diversity, help manage risk, and potentially generate incremental returns. These may include:Private Equity OfferingsInflation Linked SecuritiesFund-of Funds Hedged EquityMulti-Asset PortfoliosStructured ProductsReal Estate Trusts (REIT's)Exchange Traded FundsAbsolute Return PortfoliosEquity OptionsCommodities and hard assetsFee Based RelationshipsWe offer a range of advisory fee-based investment consulting and portfolio management programs as well as a fee-based brokerage program to help pursue the investment goals of high-net-worth individuals and institutions. Assets may be managed on a discretionary or non-discretionary basis depending on client preferences.