We recognize that each client’s investment goals and preferences are truly unique. Through an extensive discovery process, including interviews and questionnaires, we work closely with the client to ultimately develop an investment plan that is tailored to the client. We take a goals-based approach to determining investment time horizons for educational funding, building a retirement nest egg, transferring multigenerational wealth to loved ones, and where appropriate, favored charitable organizations. Establishing risk tolerances and associated return expectations is a key part of this process.
Possible investment areas of interest may include:
- Real estate
- Socially Responsible Investing, Environmental Social Governance, or Impact Investing
- Passive index strategies
- Active alpha-generating strategies
- Tax efficient strategies, including parent-children step-up-in basis planning
- Diversifying concentrated positions in publicly held stocks, closely held businesses and/or real estate
Our Legacy Strategies provide clients with the flexibility to give expression to many of their desires and preferences within their portfolios while still helping them achieve their long-term goals.