Our Approach
To serve you well, we must know you well. As an independent firm, we have chosen to focus on building deeper relationships with a select number of clients, which allows us to get to know them in a more meaningful way and devote more time to serving each of them.
We are convinced that clients are better served by an advisor that takes a holistic view of their financial affairs. In order to do that well, we must know a lot more about them than the holdings in their investment portfolio! We delight in the personal relationships we have with our clients, which come from investing the time to learn about their backgrounds, families, values, and dreams.
In addition, this approach allows us to stay actively engaged going forward. Because of our regular contact, we know what is going on in their lives and are able to better anticipate changes and issues that need to be addressed. Finally, our approach makes us more accessible to our clients when they need us.
One Size Does Not Fit All
There are many aspects of an individual’s life where the financial dimension is not immediately obvious. For example, your employer and other sources of income impact the proper allocation for your investment portfolio. A real estate developer would already have plenty of exposure to this sector of the market and thus ought to have less exposure in his portfolio than a typical investor would.
With a “whole life” approach to our clients’ investments and other financial affairs, considerations like these are taken into account and we are able to tailor a strategy that fits each of their unique circumstances.