Our integrity is beyond reproach …
- Whether it’s teaching our children at home or dealing with professional matters in the office, we never stray from a steadfast focus on what is most important – doing what is right.
Our level of client service is unmatched …
- We genuinely care about the well-being of our clients, even outside of their financial objectives. Accordingly, we never think twice about providing guidance, advice or extensive counsel in financial or personal matters that are frequently outside of our traditional money management business.
- All of our new client introductions are as a direct result of referrals, and our service is based upon close personal relationships rather than traditional professional etiquette. That said, we frequently exercise our right to selectively work with only those clients we believe will be mutually beneficial in order to ensure the highest level of customer service.
We actually manage your money …
- We research and ultimately set the macroeconomic viewpoint we employ on behalf of our clients and their respective investment portfolios. This contrasts with the general norm on Wall Street whereby advisors defer to the “house” view.
- Our macro view drives our conservative asset allocation advice, fixed income portfolio management, and diversification strategies.
Our investment acumen is governed by what we determine to be inappropriate and by our unique clientele …
- We care more about wealth preservation than we do about wealth creation. With over 70 years of combined advisory experience between the partners, we are generally somewhat circumspect about the appropriateness of Wall Street products. Accordingly, we are not shy about saying “no.”
- Our clientele consists of many well-known CEOs of industry-leading public and private companies; the principals of some of the largest commercial real estate companies in the country; the owners of several major league professional sports teams; leading politicians; and arguably some of the most famous athletes in the world. Knowing just how smart, financially savvy and how well connected they all are to the brightest minds on Wall Street, we take great pride in their choice to utilize our advice and guidance.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.
