- Highly personalized service
- Identify investment objectives and risk tolerances
- Develop a Customized Client Investment Policy Statement
- Develop formal investment plan including setting goals and recommending portfolio structure designed for your specific needs and objectives
- Independent and Objective review of products and services in the marketplace
- Review and analysis of existing investments
- Review of your tax return
- Ongoing monitoring of specific goals and objectives and implementation of any necessary plan changes
- Quarterly update and education meetings
- Advice and analysis of all aspects of your financial life including major purchases, retirement plans, college plans, estate plans and any other investment programs
- Consulting and evaluation of risk management
- Exclusive access to institutional investment programs not available directly to most individual investors
- Close monitoring and control over investment costs
- Active management of taxes in any non-qualified investment account
- Access to a world-class team of professional money managers
- Systematic portfolio rebalancing to manage risk
- Customized, easy to understand asset reporting monitored versus multiple goals
- Comprehensive account aggregation for your family’s entire financial life
- Ongoing evaluation of results and performance
- Remain “in touch” with changes in global capital markets and communicate any significant events in an understandable and timely fashion
- Make use of new research findings and technology to deliver as efficient an experience as possible
- Fees aligned with a comprehensive wealth management offering - not transactions
- Responsibility for managing all aspects of your investments - financial wellness
- Timely response to any questions or concerns you have regarding investment portfolios or financial matters
- Ability to provide the same level comprehensive solution to friends, family and business associates
