Services Provided

Managed Accounts

Managed accounts utilize specialized money managers, managing individual portfolios of stocks or bonds based on specific investment styles.

Structured portfolios managed by multiple strategic investment managers are available. This unique program provides for portfolio customization and tax management for high net worth and institutional investors.

Asset Allocation Portfolios

Asset allocation portfolios are implemented using institutional no-load mutual funds and/or individual money managers. Portfolios are designed to match a variety of investor needs. Properly structured and diversified allocations provide the potential for lower risk, higher return, and greater administrative efficiency.

Mutual Funds

Asset allocation mutual fund portfolios are selected from more than 4,000 institutional no-load funds.

Our goal is to help our clients achieve the best possible results from their investment strategies by utilizing hands-on research to select appropriate funds.

Personal Trust Services

One of our clients greatest challenges may be to protect and preserve the wealth they have built for their heirs and beneficiaries. We can work with you to establish new trusts to meet your estate planning needs or charitable intentions. We can transfer existing trusts from banks or brokerage firms and our trust planning can accept successor appointments through wills or revocable living trusts.

These services may be the ideal solutions for you and your family.

Endowments Foundations

We provide a comprehensive asset management program to the institutional investor marketplace. Our program delivers the benefits of demonstrated expertise in understanding capital markets, asset allocations, portfolio structures, specialist investment manager selection and continuous portfolio management.

Each portfolio is customized to meet your objectives and needs. Investment policy statements, spending policy statements and trustee/custody services are available.

Defined Contribution Plans

Participant Directed Program
Our programs are selected to match your needs. They combine expert investment management, technological superior record keeping, plan administration, and qualified participant education and communications. Fully integrated programs are ideal for 401(k) profit sharing plans. These programs save time and money.

Trustee Directed Program
These programs contain the same features as Participant Directed Programs but are specifically structured to satisfy the fiduciary concerns of trustees. These concerns include investment management, risk reduction, and ongoing performance measurement.

Taxed Managed Portfolios

For investors seeking tax efficient investing, portfolios can be structured with special mutual funds or individual managers which minimize tax implications of investment results.