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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.

  • 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.

  • 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.

  • 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.

  • Increase after-tax investment returns
  • Lower taxes through strategic asset location, tax loss harvesting, other advanced planning strategies
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.

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