Our Process

We have developed and refined a process, The GPS Formula, that enables us to manage our client's assets and risk.

The first benefit of having a process is we never lose sight of what matters. The second benefit is that we never lose sight of what we can control. This is why we have 2^nd and 3^rd generation clients.

Our dynamic total wealth management approach is customized to help address your unique financial needs and objectives. We follow a comprehensive five-step process designed to determine the optimal approach to managing your assets.

1. Discovery:

Understanding your core values and your personal, professional and financial goals.

2. Education:

Discuss the risk/reward characteristics of different asset classes and their contribution to the overall portfolio asset allocation.

3. Recommendations:

The optimal blend of investment vehicles to help address your goals.

4. Implementation:

The investment methodologies employed to construct your portfolio.

5. Active Management:

Regular review of the portfolio’s performance.

We believe being independent, unrestricted, and objective is a better way to provide exceptional advice. By having no proprietary products, investment banking, or market making facilities, this provides the backdrop for smart decision making.

We have a fiduciary responsibility to our advisory clients to act in their best interests.

Fiduciary.

“A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another’s benefit.”

--dictionary.law.com