Portfolio Strategy

Looking upward at aspens treees

Every person has different needs based on their personal situation and goals. We provide customized services, and create individual portfolios designed and managed to help achieve an individual’s specific objectives.

We find, analyze and explain the opportunities and dangers inherent in each kind of investment: cash, precious metals, active and passive real estate, private businesses and other kinds of illiquid assets.

We prefer to have an ongoing one-on-one dialogue to explain which different vehicles are available and appropriate in a simple and clear manner. Strategic decisions are meant to enhance our clients’ lives.

Each portfolio strategy is a joint product of our client’s needs and goals, and our industry experience, ongoing education, and attention to world events. Often our strategies are centered on preservation of capital and involve various forms of socially responsible investing.

To meet the challenge of changing market conditions, we take an active approach by adjusting our asset allocation strategy on a firm level as well as continuously reviewing individual portfolios.

Most client accounts are composed of a combination of stocks, bonds, and cash, and are diversified using both public and private investments, all combined in a tax efficient manner.