Our Process

Whether you are an individual, a family, an endowment, a foundation, or a corporation, we remain focused on who you are and where you’d like to go.

The financial industry tends to promote “what has worked lately” in products that are easily sold to investors. We do not believe in the universal application of magic formulas or rules of thumb. We use a time-tested, individualized planning process:

Important elements of this process are captured in an Investment Policy Statement (IPS), which serves as a roadmap for investing your portfolio.