Your organization wants a partner who understands your mission with staying power and good judgment. This work requires working with a dedicated team of advisors who understand your goals and how to help your organization achieve them.
When it comes to your organization’s investments and goals, we are here to listen and offer planning advice from a team dedicated to your needs.
Is our organization built to last?
How we invest for you
Making sure your assets are managed in a way that is consistent with your goals and values – not harvesting every single percent of a bull market, not participating in the latest investing fad, and certainly not timing every market gyration.
Many are not willing to truly invest for the long-term…we are. Our edge is understanding what is happening in the short-term, but usually not reacting to it. We believe the emotional swings of others can play to a long-term investor’s advantage. An understanding of human behavior is key to our process.
How We Invest:
We believe a thoughtful Strategic Asset Allocation is the foundation of investment success. Investments cannot be viewed as singular holdings in a vacuum. We must understand how each holding interacts with the other, resulting in a holistic portfolio that is durable, diversified, and constructed to meet different client objectives.
- A Team Experienced in Advising Endowments & Foundations
- Comprehensive Planning
- Customized Investment Management
Who is helping us ask the right questions?
Wealth Management Relationship Team
Your wealth management relationship team is driven to provide the highest level of service and a consistent client experience through a team approach. Depending on your unique needs, your relationship team may be comprised of the following team members and roles to support you.
Your liaison with our team of investment, fiduciary, banking, lending, and planning specialists.
Your resource for investment advice and portfolio management.
Your resource for fiduciary matters, tax matters, and personal service.
Provides support to you and all members of your team.
What are my
- Investment Planning and Income
- Foundation & Endowment Planning
- Socially Responsible Investing
- Trust & Endowment Planning
- Tax Planning & Advisory
- Risk Management