Individuals
Whether you’re new to investing, established in your career, or planning to retire, we’ll work with you to develop a financial plan that aims to help you manage your money effectively.
Retirees
You’ve worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paychecks to living on the wealth you’ve accumulated can be filled with uncertainty. Together, we’ll develop a plan that helps you accumulate wealth while you’re still working, and aid your transition to a fixed retirement income.
Institutional Clients, Endowments and Foundations
Our approach begins with a thorough understanding of your organization. This includes understanding your mandates, financial status, and the purpose behind establishing an investment portfolio. We will work with the Board or Finance Committee to create an IPS (Investment Policy Statement) to formalize the duties and responsibilities of each involved party necessary to fulfill their fiduciary obligations. Our process is designed to be collaborative, allowing for assessment, evaluation and adjustment, allowing flexibility within acceptable risk ranges, as warranted by changing market conditions.
Employer Sponsored Retirement Plans & Their Participants
We help companies deliver retirement and savings benefits to their employees. Whether this is an employee's first job, last, or anywhere in between, we are able to help them save for retirement through our customized Matched Savings Plans and 401(k) plans.
Young Professionals
While you’re in your peak earning years, it’s important to develop positive financial habits that seek to lay a strong foundation for your savings. Investing while you ‘re young allows you to take advantage of compounding returns over time, potentially turning small investments into substantial wealth.
International Educators
Living overseas presents unique financial opportunities that may not be available to US residents. Let us help you navigate the financial benefits that come with an international life.
Families
9 out of 10 families lose all their wealth by the third generation. We work with your family to preserve what has been built and create a legacy for the future.
Ex Pats
Expatriates tend to be very mobile and are frequently relocating creating challenges in keeping track of investment accounts. We can help individuals create more order in their life by consolidating their portfolio to one location, enabling them to have a full picture of their financial assets. When you are ready to return to the US we can help you transition to life back in the states by helping you take the appropriate steps before you return.
Ready to get started?
Contact us to start building a financial plan that fits your current life stage.
