Investment Management

Once a plan is in place—and has been reviewed and approved by the client—we build and manage a portfolio that can consider many restrictions, including a broad socially responsible investment strategy, and aligns with the client's specific risk/reward profile. From that point on, portfolios are regularly monitored for risk issues and for investment opportunities that will further the client’s overall goals.

  • Strategic and tactical portfolio management
  • Clear and in-depth economic and market analysis
  • Active risk management
  • Tax efficient investing and vehicle selection
  • Concentrated stock and diversification strategies
  • Alternative asset sourcing and due diligence
  • Manager selection and monitoring
  • Broad socially responsible investment options
  • Quarterly performance reporting