Live The Life
ASSETS UNDER MANAGEMENT
PRIVATE CLIENT AUM
Get a broad, life-simplifying suite of products and services exclusively for Private Clients through our partnership with
Customization & Flexibility
We can customize around larger concentrated positions and illiquid holdings to ensure your overall financial picture is optimized.
We take on a central coordination role on your behalf, saving you time. And as a fiduciary, we’ll act objectively at all times and avoid any conflicts of interest.
Personalized Portfolio Management
TAX EFFICIENCY AT THE CORE
CONSIDERATION OF SPECIAL-PURPOSE ASSETS
GLOBAL DIVERSIFICATION & MULTI-ASSET CLASSES
We help you minimize your tax liability by using tax-efficient investment principles and tax-loss harvesting. We consider your tax-deferred and taxable accounts, placing each security in the most advantageous accounts for tax benefits. When you become a client, we’ll transfer your existing portfolio and determine the best strategy most appropriate to move into the optimized portfolio.
You may have significant positions in individual companies, illiquid positions in private businesses, real estate holdings and other alternative investments that represent a portion of your net worth. We will take these assets into account when building your portfolio and also come up with a game plan in helping you with stock options, private company stocks and highly appreciated securities.
We focus on building a highly diversified portfolio by designing “baskets” of individual government, corporate and municipal bonds as appropriate and providing the broad benefits of diversification while minimizing expenses.
Private Client Benefits
- Priority Access to Advisors & Support Team
- Access to a Certified Financial Planner®
- In-Person Client Events
- CPA Collaboration
- Coordination with Estate Attorney
- Personalized Portfolios Built Around Illiquid Holdings
- Investment Portfolio Mix of ETFs,
Individual Stocks & Individual Bonds
- Tax Optimization
- Deferred Compensation Strategy
- Charitable Giving and Donor Advised Funds
- Estate Tax & Legacy Guidance
- Private Equity, Venture Capital & Hedge Fund Reviews
- Family Tiered Billing & Reduced Fee Structure
Our Fee Structure