A focus on wealth planning
Our team serves the needs of C-Suite executives, business owners, and high-net-worth families who have worked hard to acquire significant wealth and are looking for ways in which to make these assets work for them.
We start with the thoughtful organization and careful consideration of trust, estate and other components that comprise each client’s financial scenario.
Through a conservative portfolio management approach, we present tailored allocations that target the preservation of capital. Our investment style is often contrarian to prevailing trends, and we seek to benefit from market inefficiencies.
We view ourselves as advocates for our clients, helping navigate the uncertainties of financial choices. Our role is to serve as an emotional filter in the decision-making process, inserting common sense to reduce market noise and helping clients stay the course.
A deep understanding of financial personalities
We endeavor to present a disciplined methodology that is grounded in facts, not fear. Our team brings an intense work ethic and clear, honest communications to foster trusting relationships and help ensure that we are representing each individual’s best interests.
Every new client experience begins by gaining a thorough understanding of present and future financial goals. Utilizing a series of questions developed from our many years of wealth planning experience, we carefully assess risk tolerance and volatility concerns. These inputs inform our process as we match investment vehicles with individualized profiles to create tailored and risk-adjusted allocation strategies.
Our approach is fair and impartial. We educate our clients about elements of their portfolios to help ensure they comprehend the financial plans that we have developed.
Support for the complexities of liquidity
We strive to fill pockets of liquidity where capital is treated in an optimal manner. Our team may use quality private equity and private debt to help bridge liquidity where there is none, as an alternative to the bond market for conservative management.
We have deep capabilities to help clients diversify away from concentrated positions—whether they seek to systematically sell stock in the open market or hedge their existing investments—and recognize the disquiet that results from having considerable resources invested in a single brand.
For those clients facing IPOs and other one-time liquidity events, we find that their biggest area of concern is often the tax consequence of financial decisions. By participating in pre- and post-transaction wealth planning, we help clients evaluate timing and impacts to minimize tax implications. Our team works seamlessly alongside clients’ CPAs, attorneys, business managers and other outside advisors to help ensure that the entirety of each financial picture is considered.
An allegiance to customer service
Together with our administrative assistant, Jamie Krigbaum, we embrace a commitment to ensure clients have direct contact with the principals of the Group. Our emphasis is on the strong connections that have been established with each individual, and we limit our practice to a select number of clients to help ensure our undivided attention. With a team that has worked together for more than 14 years to develop, guide and implement investment strategies, we bring due diligence to the details of each transaction. Jamie’s experience on the Credit Suisse capital markets trading desk prior to joining the team in 2011 demanded attention to detail and she brings that attribute to each client interaction.
J.P. Morgan, an industry leader
We are proud to draw upon the research capabilities and investment platform of J.P. Morgan, a global leader in asset and wealth management. Our clients benefit from boutique-level and white-glove treatment ,which we couple with access to the resources of one of the largest and most respected financial firms in the world. By leveraging these powerful synergies, we deliver a breadth of entrée and institutional-quality service typically reserved for the world’s largest investors.