Enduring growth
deeply rooted in service
Home >> What We Do
I Financial Planning
Through our fully integrated wealth management platform, we help our clients better enjoy and grow
the resources they have accumulated. We focus on delivering strategies tailored to each client's unique
set of goals and concerns. more
I Corporate Retirement Plans
Company sponsored retirement plans represent a significant asset for many of our clients. These plans also represent a potential liability for the sponsoring company. Our network of experts in plan design and administration can help companies manage this potential liability. more
I Portfolio Design
We encourage our clients to accept only those risks necessary to achieve their unique goals. Designing portfolios to align with our clients goals leads us to tailored solutions that differ from “cookie-cutter” approaches. more
I Other Services
A financial planning relationship should include analysis of more than just stocks and bonds. To help our clients access comprehensive solutions, we maintain relationships with a network of experts on a range of topics. more
I Financial Planning
Income Tax Planning
We consider the effect of federal and state income taxes and develop strategies accordingly.
Cash Flow Forecasting
We forecast cash flow from the investment portfolio and other assets, as appropriate.
Philanthropy
We consider various philanthropic solutions and prepare recommendations aligned with our clients’ goals.
Family Education
We help younger generations understand the core concepts in personal finance to help them develop their own solid financial habits.
I Portfolio Design
Asset Allocation
We diversify within a broad range of asset classes identifying possible inefficiencies and market opportunities.
Investment Strategy
We identify global trends and monitor macroeconomic conditions and asset flows which might impact strategic decisions within client portfolios.
Manager Selection & Due Diligence
With access to a variety of industry databases we identify, evaluate and monitor investment managers from around the world. As an independent firm, we are free to select only those managers whom we believe will best help our clients achieve their goals.
Tracking & Reporting
We assist our clients in monitoring assets we manage in addition to those assets outside of our responsibility. Our reporting provides clients a consolidated view of their entire balance sheet and helps us to better advise them on their overall financial planning.
I Corporate Retirement Plans
Fiduciary Consulting and Investment Advisory
We can help design and monitor your Investment Policy Statement; provide an annual fiduciary review; develop and monitor the plan investment menu including QDIA.
Vendor and Plan Benchmarking
We assist with the Request for Proposal (RFP) process from initial data collection to analysis and recommendations through implementation. As an independent firm, we are free to recommend only those providers whom we believe will best help the plan and the plan participants.
Fee Analysis
Plan sponsors should have a clear understanding of the services being offered, the associated fees and whether these fees are reasonable. We conduct periodic fee analysis comparing the services received and fees paid with those available in the overall marketplace.
Education and Participant Communication
Effective participant education and communication is an element of any successful retirement plan. Coordinating with the plan sponsor we deliver campaigns designed to generate better plan awareness and increase participation and deferral rates.
I Other Services
A financial planning relationship should include analysis of more than just stocks and bonds. To help our clients access comprehensive solutions, we maintain relationships with a network of experts on a range of topics including:
• Tax Compliance/Preparation
• Legal - Estate Planning, M&A and Corporate Law
• Property, Casualty, Liability & Life Insurance Evaluation
• Trust Administration
As an independent firm we are not restricted by a corporate “approved list” of services. We encourage our clients to share with us any need.