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Personal Portfolio Management 

Is For Clients Who Value Our Holistic Service

At a certain point in life, family stewards realize that their assets need to be bound together by a big-picture, holistic plan, a blueprint or framework to organize and manage the family's financial future.   

Our personal portfolio management service does just that.

Our investment process, in Harry M. Markowitz's words, is “more than a long list of good stocks and bonds . . . [it is a] balanced whole [that can provide you] with protections and opportunities with respect to a wide range of contingencies.” Markowitz, a Nobel Prize-winning economist, is the father of portfolio management.        

Our holistic planning process also involves working with legal, tax, and other counsel to coordinate IRA and pension distributions, estate planning, charitable planning, taxes, and other issues important to your family's financial health, well-being, and vision for the future. For ultra-high-net-worth families, we might engage private equity, private foundation, collectibles, impact-driven philanthropic advisers, and family office expertise.