Research shows that most investors’ efforts to earn better returns by picking the best stocks or identifying stock market tops and bottoms or the direction of interest rates are largely a waste of time.  Even most market professionals are hard put to point to genuine added value through these activities.  On the other hand, in most cases it is possible to materially improve investment results through attention to appropriate level of risk, good diversification, lower fees and trading costs, and, for taxable investors, nurture of unrealized capital gains.

Many highly productive people accumulate wealth without much training or interest in how to care for it and keep it growing.  Even very wealthy families and long-established institutions often are ruled more by myths than evidence when it comes to investing.  They usually need an objective process to reconcile conflicting views among family or board members.

Our work for you is ...

Objective, thoughtful, and personalized.  For those who prefer individual attention by an experienced professional investor with no conflicts of interest and an enthusiasm for client satisfaction, we can provide a high quality solution.  We believe every investor has a unique constellation of needs that vary through time and changing circumstance.  We coordinate fragmented strategies and provide objective advice on mutual fund, broker, custodian and manager selection.  We also emphasize client education and are open about what we do and why we do it.  We offer special strength in risk management, which means taking just enough of the right kinds of risk.  The slide presentation linked here provides further details.