Our Investment Philosophy
We recognize the importance of socially responsible investing. As a result, we focus on building client investment portfolios through this approach that focuses on companies that are known for being environmentally-friendly and socially-aware in their business practices.
Our Planning Process
We follow a seasonal service model, which we believe allows us to tackle each piece of the financial puzzle in an organized and complete manner. The model is divided into four seasons:
1. Goal Tracking- Provide financial position updates and progress reports and project cash flow
2. Asset Allocation- Complete portfolio rebalancing and design asset allocation
3. Family, Security, and Cash Flow Review- Review insurance and strategize for estate planning
4. Tax Planning- Gather tax information and develop long-term tax planning strategies