75 Central Street
Wealth Building Process:
We collaborate with you so we understand your priorities and the intricate details of your financial situation. To that end, you can also expect an investment strategy that encompasses the following:
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 and Covered Call Writing.
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. 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?