Individuals

We have excellent relationships with many accounting and estate planning professionals, and we will work closely with yours (or provide a referral to an appropriate professional) for your future.

We construct portfolios and manage assets in a very tax efficient manner. By using only individual stocks and bonds rather than commingled funds, we have control over the realizations of gains or losses, and pay strict attention to the after-tax returns of your portfolio.

Due to our many years of experience, we have significant familiarity in working with multi-generational families. We understand the issues surrounding wealth that is to be passed from one generation to the next, as well as the need to educate the recipients of such wealth.

Multi-generational families often employ trusts, family foundations and other estate planning techniques to accomplish their objectives. We are well experienced in the nuances of such planning tools, and are capable of managing these instruments based on your specific needs.

The custodians with whom we work closely allow nearly all client-directed activity, such as gifts or disbursements, to be communicated through your administrator. We eliminate the need for you to make multiple telephone calls to affect administrative issues.

Through our in-house software systems we are able to generate concise quarterly appraisals, as well as construct custom reports that you may wish to see occasionally or regularly.

Your portfolio manager and administrator are available to meet with you as often as you wish. We typically conduct quarterly portfolio reviews, but are readily available at any time for consultation.