A disciplined investment philosophy is a fundamental component of our commitment to you. We take a long-term approach to investing while managing risk. Our portfolio approach is focused on establishing the optimal asset allocation, investment selection and diversification to provide the best return possible for your appropriate level of risk. We provide a documented investment strategy that is based on a thorough assessment of your individual needs and which guides portfolio monitoring and recommendations.
Building a Financial Plan
Developing a financial plan is the first key step in organizing your finances and making sure your on track to meeting your investment and lifestyle objectives. A properly developed financial plan can help you set your priorities and investments accordingly. Once this is developed, you will have a better understanding of your estate planning and insurance needs.
Estate and Trust Services
Our estate and trust professionals have 125 years of experience in planning and administering estates and trusts. They have the expertise to develop an estate plan that meets your needs and protects your family's wealth. For clients who are committed to creating a meaningful philanthropic legacy, we have the means and knowledge to guide you in making a lasting contribution. We are the largest provider of expert philanthropic services to private foundations with endowments exceeding $1 billion and more than 400 foundations. Our unique 'instant office' has the capability to administer all day to day functions of ongoing foundation management.
Our Insurance team compliments the wealth management process by delivering valuable, innovative, insurance-based solutions that are integral to helping you build and preserve your wealth. Our solutions allow you to address your financial goals through minimizing taxes, enhancing your investment income, managing risk, caring for your health, or creating a legacy.
You can reduce the time you spend managing your finances with the help of your dedicated Private Banker who will provide comprehensive, preferential banking services on a highly individualized basis. You and your family will have a dedicated Private Banker who will manage all your banking needs proactively, discreetly and accurately.