Collaborative Approach

Like most people, many of our clients worry about volatile markets. How will volatility impact their wealth now and their future goals? One aspect of our value proposition is to help manage portfolios in volatile markets and help clients manage emotions that could lead to making decisions which adversely affect achieving their future goals. 

We partner with best in class institution asset management firms to design, build and manage client portfolios. Examples of these partners include; City National Rochdale (NYC), Morningstar Managed Portfolios (Chicago), Clark Capital Management Group (Philadelphia), Savos Investments (Los Angeles) and State Street Global Advisors (Boston), among others who have in excess of a billion dollars under management. 

This partnership gives our clients access to the expertise and technology only found in large “Wall Street” firms while also giving them the tailored and boutique approach.