Our Approach

Our approach to managing your wealth begins with working together to develop an investment policy statement. This essential step lays out your personal strategy, taking into account all the factors relevant to helping you reach your investment return objectives at a level of risk comfortable to you.


This means defining risk/return objectives, strategic and tactical asset allocations, and ensuring a periodic rebalancing of your portfolio as needed. It also means taking into consideration any particular constraints you may have, such as your investment horizon or pertinent family, fiscal, legal and liquidity concerns. We also consider different types of risk management and insurance issues, as well as questions relating to the transfer of private and business wealth to your heirs according to your wishes and expectations.

While the investment policy statement is the basis for our management of your portfolio, it is not a static process. Quite the contrary, as your life and situation evolve, we will constantly review and revisit it with you, making sure it remains a relevant and effective expression of your desired strategy.