We need and want to become informed about your goals and objectives, your attitudes toward investing, and your risk tolerance.

Together with you, we will establish or refine an Investment Policy Document that outlines the objectives, guidelines, and priorities of our investment plan.

We will develop the appropriate client-specific investment plan that will include an asset allocation and diversification strategy.

We will thoughtfully select investment managers whose style, process, and people are best suited to your unique circumstance.

We will provide ongoing monitoring to ensure the appropriateness of investment decisions with respect to changing client, fund, or investment manager focus. We will make the necessary changes to keep your portfolio on track, which includes rebalancing as appropriate.

We will provide ongoing communication and education via reporting and periodic review meetings. We are always available to talk to our clients. The formal written and oral communication plan is always customized to suit each client’s unique needs.

Types of Funds

• Endowment and Foundation
• Individual Retirement Accounts (IRA)
• Health and Welfare
• Miscellaneous
• Operating
• Pension
  - Defined Benefit - Defined Contribution
• Taxable
• Trusts