Effective management of client assets is a process.

Effective management of client assets is a process. After determining their current circumstances, the first step is to clearly understand their RISK TOLERANCE. That analysis enables us to develop an INVESTMENT POLICY STATEMENT to clearly state client goals, establish investment boundaries, and finally to develop the asset allocation expected to achieve their desired results. After IMPLEMENTATION, periodic meetings are used to ensure ongoing performance meets client expectations.
Some of our specialized services include:

  • Socially-screened investment portfolio management
  • Access to all listed stocks, bonds, mutual funds and ETFs, including socially responsible choices and over 200 socially responsible mutual funds
  • Individual and business retirement plans
  • Institutional and endowment money management
  • Asset management for trusts, including Special Needs Trusts, for disabled adults
  • College savings plans, including 529s
  • Personal financial planning

If you’d like a free risk analysis for your existing portfolio, complete our questionnaire below.

What is your comfort zone for risks with your investments?

Complete this Risk Questionnaire, for free, to asses your risk tolerance: