Who We Work With
We have had the opportunity to build successful relationships with clients of all backgrounds and expertise, including business owners, professionals, executives, and inheritors.
Our clients already have advisors they trust.
Our clients have established relationships with professionals that they rely upon to help navigate business, financial or other decisions throughout the course of their lives. Whether their advisor’s expertise is in accounting, financial planning, business succession, the law or insurance; we work together to align our clients’ investment plans with the advice of their trusted advisors. We believe that together we can better identify and manage risks to deliver a more comprehensive experience with a higher likelihood of meeting your goals and objectives.
Our clients want an integrated financial plan.
Clients work with us because they have found that their existing advisors do not work together effectively to provide the client with integrated advice which leaves them with multiple touch points and sub-optimal decisions. Our clients want a coordinated team approach for their financial needs. We work with your trusted advisor to ensure that your financial plan and investment portfolio are consistently managed, making it easier for you to manage your entire financial picture.
Our clients value
Our clients have competing priorities and are looking for someone to manage their investments. We do the work upfront to create an investment plan for each of our clients, outlining who they are, their attitudes towards risk, and the parameters to invest their assets. Our dedicated portfolio managers will work one-on-one with you and your advisor to manage your investments on an ongoing basis.