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Individual Investors - Wealth Management

We provide comprehensive advice to help individuals and families achieve their financial goals and simplify and improve their financial lives. Specific services include, but are not limited to, the following:

Comprehensive and Continuous Investment Management

  • Comprehensive assessment of financial position
  • Investment policy formulation
  • Asset allocation strategy & risk management
  • Investment manager search & selection
  • Socially responsible investing (SRI)
  • Investment performance monitoring, reporting & evaluation
  • Periodic investment portfolio rebalancing

Financial Planning

  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Asset and Income Protection Planning
  • Education Planning
  • Cash Flow Planning
  • Philanthropic Planning

Coordination with client's other professional advisors

We tailor our approach as needed with the families and individuals we work with to accomodate their unique needs and preferences.

 

  • NAPFA
  • CFP
  • AIF
  • Fee Only
  • CEFEX