Our Services

Our focus is on helping individuals best achieve financial goals. Some of the services we offer directly and through affiliates include:

  • Financial assessments
  • Financial planning
  • Investment advice
  • Portfolio construction and management
  • Insurance

We seek to work with clients on an ongoing basis to help them achieve their financial goals. Through regular performance evaluations and portfolio updates, we can make helpful changes to incorporate new information and changes in client circumstances and monitor their performance and make adjustments to their plan and portfolio as situations dictate.

Since managing qualified plans and administering retirement savings plans is not a “core competency” for most firms, we seek to help corporate clients understand their needs and help them obtain the best possible services and products to fit their particular situation. Examples of services we can help corporate clients with include:

  • 401(k) and qualified plans
  • Fiduciary services and advice
  • Group benefits
  • Wealth management solutions for executives and employees

We understand the complex needs of institutions and can help develop solutions to meet those needs. Our services for institutions include:

  • Developing investment strategy and an investment policy statement
  • Investment advisory consulting
  • Endowment investment management and fiduciary services
  • Qualified plans for employees
  • Group benefits