We serve you first, not our company. Each investment professional has the authority to act in your best interests. Whether you are an individual, or representing the needs of a large family group, we tailor our services to meet your needs.
Our focus is on the preservation of your wealth, the maximization of tax advantages and the smooth transfer of your estate assets to succeeding generations.
The Individual/Family Experience
We understand that individuals are often more accurately viewed as a family group, as one relationship that covers a wide range of services and often endures for generations.
Investment counseling requires a commitment to stand by a family through difficult transitions and to protect its hopes and traditions. Our counselors strive to become a trusted family advisor.
The Entrepreneur Experience
We appreciate that, as a successful entrepreneur, you seek considerable involvement in the understanding of our investment process and portfolio selections. Counselors serve as professional partners to you, mapping the plan for reasonable growth of the proceeds from the sale of your business, and/or retirement savings.
A 3-stage Introductory process:
1) The first step is an initial introductory meeting with Kathleen Gilmore, Chief Client Services Officer. At this meeting, we’ll get a chance to get to know one another and understand your expectations and needs.
2) Kathleen will introduce you to an Investment Counselor, who will become your personal advisor, constructing an individualized investment plan to meet your needs. Initial meetings will determine an asset allocation strategy, construct an investment policy and map out an action plan for meeting your objectives.
3) Your counselor will meet with you to review your portfolio on a regular basis, as determined by your needs and preferences. You will receive quarterly reports and a quarterly newsletter.
Meet our Research and Investment Team
