working with us

Our approach to managing client assets follows a straightforward, logical, and analytical process. It is actually similar to how medical professionals approach taking care of patients. The first step is to identify the problem(s). Many people have an intuitive sense that they could be doing better with their money, they just don't know exactly how. We have found that deficiencies typically fall into the areas of performance, fees, or service. Is your portfolio just not generating satisfactory returns, or you have a sense that you are being charged hidden fees, or your financial person hardly ever proactively calls you? These are all common complaints. We just need to give the issues more clarity. Like in medicine, the process involves asking several questions, running some tests (conducting portfolio analysis), and offering recommendations for improvement. Examining brokerage and bank statements, for us, is equivalent to reviewing a patient's chart. We want our clients to know exactly what is happening with their money and why the recommended approach will better accomplish their objectives. Once a strategy is presented and implemented, you will know what specific investments are in your portfolio and why. You will have complete transparency regarding fees. Finally, you can count on receiving regular communication to collect pertinent information from you and to provide updates regarding financial markets, strategy, and progress toward accomplishing our agreed-upon objectives. All calls will be returned within 24 hours. If you have suggestions on how we could be doing better, please let us know.