You’re a good fit to work with us if your client:
The personalized way we work makes you—the client's trusted advisor—front and center at every step of our process.
It begins with getting to know your client’s full financial picture – either from your own planning process or our Comprehensive Wealth Analysis available to help you with your highest-net-worth clients.
You and your dedicated investment consultant meet and create a personalized portfolio strategy for your client
It begins with getting to know your client’s full financial picture – either from your own planning process or our Comprehensive Wealth Analysis available to help you with your highest-net-worth clients.
You and your client decide on any further modifications or approve the new portfolio strategy
The client’s private portfolio manager is introduced and begins implementation
The portfolio manager conducts tax analysis of current client assets, and determines a risk and tax budget, and a methodical transition plan
The portfolio manager conducts ongoing reviews of the portfolio with you and your client and regularly communicates to actively make any adjustments
We take the time to meet with you and your clients in person for quarterly portfolio reviews, via video for investment updates, and by phone for one-off needs. Each client has direct access to their portfolio manager, and we encourage regular communication.
Your portfolio manager oversees every strategic decision, building your client portfolios through detailed efforts to understand and define specific client investment goals, cash flow needs, tax sensitivities, and risk tolerances.
Our investment teams possess extensive capabilities in equity and fixed income research, allowing us to engineer an asset allocation framework that integrates leading-edge strategies across all asset classes.
Private clients can add greater diversification to their portfolios by supplementing traditional stock and bond holdings with non-correlated, alternative strategies.
Put our strengths to work for you.
New BusinessClient SupportPortfolio Management Investment Strategy
Right now, most of your time is likely spent understanding and managing client goals and investments, leaving little time for proactive relationship building and growing your business. What if that was reversed?
With our help and support, you spend less time on reviewing investments, rebalancing portfolios, and managing performance. You have more time and resources supporting you so you can focus on your business.
New BusinessClient SupportPortfolio ManagementInvestment Strategy
Our long-term investing approach has led to a strong client retention rate.
It’s because we offer:
Leading-edge in-house strategies in equity, core fixed income, and alternative investments.
Our StrategiesOur own asset allocation framework that balances macro-level risks with your client’s goals.
Asset AllocationThree levels of active risk management—a proprietary process that limits client losses.
Managing RiskWe use Galaxy, our proprietary portfolio analysis software, to show you opportunities for portfolio optimization.
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Keep up with our proprietary Speedometers, our forward-looking economic and market indicators, subscribe to our Insights, or join us for an upcoming webinar.
We partner with financial advisors to provide investment management services to their clients with more than $1 million in investable assets.
If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here
One-to-One Personal Service
Sophisticated Portfolio Construction
Stock & Bond Selection
Alternatives
