Our Qualifications

Intellectual Capital

Our team has both the education and experience to provide the foundation for developing ideas, analyzing options and taking the steps necessary to navigate complex markets and advanced planning. Our senior partners have more than 60 combined years of financial experience.

We have advanced degrees, titles and designations that include one CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and one Certified Investment Management Analyst (CIMA®).

Process and Tools

We apply an institutional process for wealth management that emulates those of successful University Endowment Funds. We use powerful software tools for investment and estate planning, as well as for wealth management. For our clients that require income from their portfolios, we employ a customized cash flow immunization process that is designed to assist with cash flow planning needs and provide an analysis as to whether the portfolio is retaining purchasing power.