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Comprehensive wealth planning, risk management, and investments tailored to your risk profile and goals.

Individual Investors & Families

How we can help.

We help clients manage their finances so they can focus on the non-financial aspects of their lives that are most important to them.

We serve our clients as fiduciaries, which legally binds us to put our clients’ interests ahead of our own.

We develop investment strategies based upon our clients’ unique financial needs and goals.

Our decades of experience serving as an advisor to pensions, endowments, and foundations provide valuable insights that we can apply to our clients’ financial needs.

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Account
Aggregation

Secure online tools to allow clients to view their complete financial picture in a single place.

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Cash Flow Planning &
Projection

Modeling and analysis of income, expenses, and savings to determine likelihood of achieving short- and long-term financial goals. 

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Charitable Gift
Planning

Helping clients fulfill their charitable intentions through gifting strategies during their lives or upon death.

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Education, Estate &
Legacy Planning

Saving, investment, and wealth planning strategies intended to help clients address their other important life goals.

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Insurance
Planning

Evaluation of risks and potential insurance needs and development of strategies to address them.

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Performance
Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes. 

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Portfolio Construction &
Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives. 

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Retirement
Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.