Our Service Model


Our goal of providing an excellent client experience with a focus on service, transparency and risk mitigation begins with a defined team approach and a “manager of managers” mentality. This provides us with the unique ability to work alongside our clients in a partnership capacity to choose the appropriate investment vehicles, insurance products and fund managers to accomplish their unique goals and purposes.

A top priority for our team as we construct portfolios is bringing together what we believe are superior active investment managers which are then selected to manage specific components of the client portfolio. Every aspect of what we do requires a constant diligence to maintain quality providers for each step of your planning needs because ultimately the responsibility for results and accuracy falls on us.