The Process

PROCESS-rev

The Process

We generally create a portfolio, consisting of individual stocks or bonds, exchange traded funds (“ETFs”), options, mutual funds and other public and private securities or investments. The client’s individual investment strategy is tailored to their specific needs and may include some or all of the previously mentioned securities. Each portfolio will be initially designed to meet a particular investment goal, which we determine to be suitable to the client’s circumstances. We aspire to educate our clients and manage expectations with a disciplined wealth management approach. Our system provides clients with a world-class white glove concierge experience.

“Research is to see what everybody else has seen, and to think what nobody else has thought” – Albert Szent-Gyorgyi