Our Services Investment Advisory & Management
Our portfolio managers, bringing to bear expertise in equities, fixed income, and alternative investments, enhance our clients’ long-term portfolios with tactical investments focused on near-term opportunities. With a small, select group of clients, we engage in active implementation and execution of our investment strategies – imperative in the turbulent, volatile markets of today.
In partnership with each client, we develop a dynamic, comprehensive investment solution customized to the client’s unique goals and circumstances and integrated with their overall wealth plan.
The main benefits of our approach are:
Active management of all portfolios
Implementation governed by a tailored Investment Policy Statement
Top-down macro analysis of economic and market drivers coupled with bottom-up security evaluation
Trading strategies focused on sector rotation in anticipation of the business cycle
Focus on tax efficiency and risk mitigation
Flexibility to evolve with changes in our clients’ circumstances
Comprehensive reporting across all providers
Coordination of investments with wealth planning initiatives and tax considerations
We look forward
to hearing from you.
Your story is unlike anyone else's.
Your wealth plan should be too.
Scott B. Wilson, CFA