We each have over 13 years of experience investing in stocks, bonds, ETFs, and private equity. No matter the size of your portfolio, we can build a customized asset management solution designed to meet your long-term goals, stay within your risk tolerance, and keep expenses low.
Financial planning is not just about your investments, it’s about getting to know you. It’s a collaborative process where we think through your circumstances, needs, and goals. We then implement an investment strategy to help achieve your goals as well as make recommendations around budgeting, retirement, and risk management.
We create investment strategies that consider both financial returns and social/environmental impact. Socially responsible investing encourages corporate practices that promote environmental stewardship, consumer protection, human rights, and racial and gender diversity. In addition, we can help you divest from alcohol, tobacco, fast food, gambling, weapons, fossil fuel and other potentially problematic industries.
We analyze your financial circumstances and your investments to plan out a tax efficient portfolio and distribution schedule. Our tax strategy considers savings for retirement, timing of income or expenditures, and engaging in tax-loss harvesting. We help you select investments and the type of retirement plan that complement your tax filing status to create the best possible outcome.
charitable giving & estate planning
Charitable giving helps support the causes that are meaningful to you. You can give to charities or your loved ones during your lifetime or through your estate. We guide you through the different options of gifting and passing down wealth through trusts or wills, which can reduce federal estate and gift taxes. We help you balance your income needs and the needs of your beneficiaries with the tax benefits of giving now and enjoying the act of giving during your lifetime.
We manage the investment assets of our corporate clients by creating an investment strategy that fits the liquidity needs of their business while allowing their excess capital to grow.
In addition, we collaborate to design a retirement plan for your firm, allowing both you and your employees to take advantage of valuable tax savings benefits. We walk you through the design and implementation of the plan and act as a fiduciary in selecting the investments and monitoring the performance of the plan.
foundation & endowment
We manage foundation and endowment assets in line with your organization’s Investment Policy Statement. We provide mission-aligned investment strategies, investment advice, and serve as strategic advisors for your organization.