Everything we do begins with you. We work with individuals, families and institutions and take the time to get to know each client personally. Often, our first meeting is a wide-ranging discussion, so clients understand our world-view and we surface the information we need to understand their lives, their goals and to manage their investments to meet their specific objectives.
Then, we manage nearly every portfolio ourselves, unlike many other advisors who use a “model portfolio” for their clients, run by outside money managers. We do not use a cookie-cutter approach, nor do we outsource investment management. We take a hands-on, active approach, where risk management overrides hype and challenges the conventional wisdom.