40 Washington Street
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 ManagementStrategic Asset AllocationManager Search & SelectionPortfolio ConstructionQuarterly Investment & Manager ReviewFinancial Planning
“Big Picture” Financial ReviewEstate & Tax Planning StrategiesCash Flow OptimizationRisk Management & Insurance ReviewRetirement & Education PlanningTransition Planning
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.
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 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?