The Investment committee we have access to has a combined 175+ years of industry experience to give our clients the best opportunity for success.
We believe communication and transparency are key to quality advisor/client relationships. To help keep our clients informed, we host quarterly conference calls with our clients and our investment committee members.
This group provides in depth services to a select group of qualified clients who need more attention and help managing their investment assets. We will take the time to understand the client’s full financial picture and draft a comprehensive investment profile and policy statement, to guide in the management of the client’s portfolios. The client portfolios are designed and managed primarily using individual stocks and bonds, in order to insure the appropriate, predetermined risk level is maintained. Where it is appropriate and agreed to, by certain qualified clients, we research and purchase private equity and debt securities, quantitatively managed strategies and non-correlated investment opportunities, to help maintain the risk/return profile of those client portfolios.
We consistently do company research on the investments we own, as well as, potential new investments. We also create strategic economic analysis using economic data, political analysis and global financial market news, to determine whether conditions can support market momentum or set the stage for a reversal in direction