<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1421837511439089&amp;ev=PageView&amp;noscript=1">

Independent Investment Management

Working with your financial advisory team, our Investment Management team aims to help ensure that your money is invested where it has the best chance to perform — at a risk level you’re comfortable with.

Our investment philosophy is based on four key principles:

Effective Diversification*

We seek to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors.

GOALS
  • Limit risk overlap among asset class
  • Help protect against losses and minimize the chance one investment alters your future in a negative way
Active Management

We consistently monitor 70+ global markets to assess market risks, rebalance when appropriate, and take advantage of opportunities.

GOALS
  • Leverage Nobel Prize-winning research that shows markets are relatively predictable over 3-5 years
  • Seek to avoid bubbles and find opportunities
Cost Efficiency

Our scale allows us to negotiate lower-cost investments with our custodians and investment managers, and we pass those savings along to you.

GOALS
  • Lower transaction, clearing and custody fees compared to usual rates for individual investors
  • Pay for what truly adds value: financial planning and ongoing advice
Tax Efficiency

We believe that controlling tax liabilities is the most certain way to improve returns.

GOALS
  • Increase after-tax investment returns
  • Lower taxes through strategic asset location, tax loss harvesting, other advanced planning strategies
97%
Our client retention rate speaks for itself. We believe our clients come to us, and stay with us, because of our team-based approach to wealth management.

Average annual retention rate—January 1, 2010, through December 31, 2019—based on client households with assets greater than $100K in our existing offices.

Free Guidebook  Your Retirement Road Map: How to Navigate 4 Critical Milestones Download
Free Guidebook  7 Things Your Financial Advisor May Not Be Telling You Download