Core Competencies & Services

Wealth Advisory Services- We take a comprehensive look at your current financial condition before developing your investment strategy. We evaluate your current assets, investment goals, financial needs, risk tolerance and time horizon. This allows us to create a customized investment portfolio that coordinates with your financial plan. Many clients utilize us as a more personalized access point to their Schwab or Fidelity accounts.

Investment Management
Strategic Asset Allocation
Manager Search & Selection
Portfolio Construction
Quarterly Investment & Manager Review
Financial Planning

“Big Picture” Financial Review
Estate & Tax Planning Strategies
Cash Flow Optimization
Risk Management & Insurance Review
Retirement & Education Planning
Transition Planning

Portfolio Management and Hedging Solutions

  • Our portfolio managers have decades of derivative portfolio management and trading experience.
  • We utilize only exchange-traded instruments with high levels of liquidity and transparency.
  • Hedging Solutions are designed hedge client-specific risks on single stock positions or overall portfolios.
  • Our portfolio management solutions focus on absolute returns or risk-managed exposure to global equity markets.
  • Strategies are offered in accounts through major custodians, and utilize only exchange-traded instruments with high levels of liquidity. 

Customized Solutions

Our customized solutions offer the ability to hedge existing portfolios or client-specific risks. Examples include Index Option Overlay, Covered Call Writing, and Tail Risk Hedges.

Single Stock Risk Management

For concentrated equity holders, we offer hedging solutions to lower risk, increase yield, and manage taxes. These include Zero-Cost Collars, Proxy Baskets and Covered Call Writing.

Sustainable, Responsible and Impact Investing

Sustainable, responsible and impact investing is an investment discipline that considers environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive societal impact. It can be applied across all asset classes. With $12 trillion now invested in the United States, sustainable investing is not just a trend, it's becoming part of the fabric of investing. How can we help you align your values with your investments?