Our Process

Discover: We spend time with you to understand your goals and objectives. We want to know what makes you and your family unique, what keeps you up at night and gets you out of the bed in the morning.

Analyze: After listening and getting to know you, we look over your brokerage statements, tax returns and other important documents. We review your income, expenses and retirement plans. This allows us to create a shared view of net worth, cash flows and future goals.

Implement: We then develop plan of action designed to best accomplish your goals and implement an investment strategy that incorporates your individual objectives, risk tolerance and liquidity needs.

Select: We allocate your capital to selected boutique managers who are experienced within their unique investment niche. We function as the “symphony conductor” of your wealth as we select and oversee the managers who perform as “musicians” in concert for you.

Monitor, Report & Review: Our process is dynamic and fluid, not static. We monitor your plan as life changes occur which allows us to structure your portfolio in a manner that we believe will best accomplish your goals. We report to you with clarity and precision, utilizing the latest industry technology.