Consulting Process

I may be retained to provide advice on the overall asset allocation of client portfolios utilizing multiple investment managers.

Consulting services include the search, selection and
monitoring of investment managers with particular emphasis on combining disciplines and strategies with low correlations.

These services include:

• Recognizing and implementing asset allocations
• Providing for custody of trust assets
• Providing detailed reporting to all beneficiaries and co-trustees
• Preparing reports for use by tax professionals

I provide face-to-face consulting and I’m firmly grounded in the communities I serve. Furthermore, I perform consulting and asset management in house. My Consulting Process is tailored to the unique objectives of each client with due regard to tax considerations, preferences toward quality and market risk. I analyze potential strategies in light of individual client needs and offer, what we believe to be, a truly custom service.

My strategies work to preserve and build wealth by achieving investment returns that significantly outpace inflation on an after-tax basis; while diversifying among asset classes and individual securities to moderate portfolio volatility and the possibility of negative returns. My approach integrates investments and the management thereof with financial planning and other services to meet specific needs.