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The core of our approach to comprehensive wealth management is a fundamental belief that we must first understand the “complete picture” before we earn the right to offer you our financial and investment advice.
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unified
Your investment portfolio should be aligned with your objectives and the various pieces of your overall financial picture. We understand your complete picture in order to develop an investment plan that gives you confidence.
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Disciplined
We believe that markets tend to work over time but many investors fail to capture these returns due to a lack of discipline. Rather than attempting to time markets, we build long-term investment portfolios that we believe have the chance to be successful in a variety of potential environments.
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Data Driven
We attempt to put the probability of success in your favor by applying academic principles based on sound research and data.
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Tax-Sensitive
We aim to maximize after-fee and after-tax returns for the amount of risk that is appropriate for you to assume. We want you to understand the risks, implications and rationale of decisions.
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Intelligent
The economy and financial markets are rarely static, nor is your life. Our deep and experienced team of professionals is there to guide you along the way.
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Tailored
Whether you have concentrated stock positions, unique circumstances or a desire for socially responsible investments, we can customize your experience.
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Independent
We communicate with openness, clarity, honesty and thoughtfulness at all times – with ourselves, with our clients, and with all of our stakeholders. And we tell our clients the truth, whether or not it is advantageous to the firm to do so.