Our advisory services are tailored to meet each client’s specific wealth management needs, using a full range of resources, strategies and techniques. We base our wealth management services on customized solutions and unbiased advice. Our core services include:

• Independent investment advice
• Investment policy statement development and implementation
• Asset allocation strategies; portfolio design and implementation
• Investment manager search, selection and monitoring
• Quarterly portfolio rebalancing and tactical reweighting of asset classes (valuation-driven)
• Spending policy development
• Consolidated quarterly performance reporting

Concentrated Stock Position Management

• Cash flow planning
• Balance sheet advice
• Personal financial statement maintenance

Estate Planning Advice and Design

Philanthropic Planning

Income Tax Planning and Reporting

Wealth Preservation and Asset Protection Planning

The following additional services are provided to meet our clients’ specific financial goals, as appropriate:

• Financial risk/debt management
• Private equity services: including, but not limited to, investment and capital structure evaluation, debt-financing evaluation, assistance with budgeting and forecasting, exit-scenario evaluation and business operations review and consulting
• Negotiation/assistance with respect to corporate acquisitions and divestitures
• Retirement planning and modeling
• Consultation on specific financial and insurance issues