At The Loeb Group, we work with a select group of clients in order to foster exceptional and long-lasting relationships. We believe that this strong and vibrant foundation affords us the ability to offer the highest level of personal attention and responsiveness to help our clients thrive in both good and challenging times.
Our emphasis on strengthening, safeguarding and growing personal wealth is integral to helping clients protect what they have worked so hard to build. We are proud to serve multigenerational families that entrust us to help them carry out their legacies.
Our investing process
We deliver investment portfolios and asset allocations tailored specifically for our clients. The team’s focus is not only on each individual’s unique financial situation, but also on their background and experiences.
Our team takes a holistic view, based on our understanding of a client’s financial profile, investment objectives and risk tolerance, to create customized and diversified portfolios, and help manage overall market volatility without compromising long-term results.
Experience has shown us that we must always be ready and available to adjust and adapt. We meet regularly with clients and their trusted advisors (including attorneys and CPAs) to review how investments are growing, and to keep pace with any changes in business or personal objectives that may affect our planning.