Listen - We gather pertinent information about you and your family - Your needs, wants and goals. Sometimes it is the things you don't say that are the most important.
Design - We design a completely custom, disciplined portfolio with an emphasis on risk adjusted returns and tax minimization.
Plan - We build a personal financial and estate plan.
Monitor - We monitor your investments and make changes when life changes happen. We tactically take advantage of market situations to enhance returns.
Review - We meet with you regularly to ensure your investments and plans are on track. We ensure that at all times you know how much you have earned, what fees you are paying and what services you are receiving for your fees.
Enjoy - We help you to spend your money in ways that make you happy. This can be charitable giving, lifestyle, family or leaving a legacy for the next generation. The joy is not earning the money; the joy is sharing and spending it in ways that make you happy.
