50 Tice Boulevard,
We offer services in wealth planning and investment management at a highly personalized level. Our focus is to work with you to achieve your financial goals.
Like a good exercise regimen, a sound plan strengthens one's financial health. At any adult age, at any point in life.
You are building a career. You may wonder how you can start building wealth so you may enjoy life sooner rather than later. Let us help you with guidance and a financial roadmap.
You have worked and saved to feel prepared to have a family. What would your financial picture look like? What might you prepare for? We can help you chart a course.
You have worked hard for yourself and your family. You may be considering embarking on a new journey, opening a new chapter. Would you have enough to leave steady employment? Let us help you with experienced and insightful planning and advice.
You have had a good career and are now in charge of your own time. You would like to see how different scenarios may play out with your financial circumstances. Perhaps you need guidance in estate planning. We have the experience and insights to help guide you through the planning.
We work closely with you in developing your investment portfolio.
Our investment process starts with a thorough understanding of your financial situation, risk profile, income needs, tax situation, and time horizon.
As long-term investors, we begin our investment process by studying underlying market fundamentals and key economic trends. We look for industry themes and promising growth within sectors. From this top-down view, we seek companies with sustainable competitive businesses, strong free cashflow, and healthy or rising profit margins.
Our macro view and knowledge of industries and companies inform our selection of mutual funds and exchange-traded funds (ETFs) for your account. These vehicles enable us to further diversify, tilt sector exposure, explore key investment niches, or broaden our non-US portfolio reach.
ESG (Environmental, Social and Governance) and Technology focus. Sustainability is an important factor when we consider an industry or company’s investment merits. We seek exposure in renewable and clean energy industries.
Technology is the engine in a digital economy; therefore, we emphasize sectors where technology-driven innovation and disruption are producing long-term, sustainable opportunity.
Bond Investments. We focus predominantly on investment-grade bonds (both taxable and tax-exempt). Our approach is mostly defensive, balancing average maturities closely with the client’s income needs and investment goals. Individual bond portfolios are broadly diversified by issuer with mutual funds, ETFs, and other instruments offering broader exposure.