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Investment Management

Your investment portfolio is tailored to your unique goals and objectives — and is highly tax-efficient, sharply focused on understanding and minimizing risks, and completely transparent. You know how you are invested and why.”

Richard Yoken Managing Director

Customizing your personal investment portfolio.

Our investment process begins and ends with you. We develop a thorough and understandable financial plan and asset allocation based on your overall wealth strategy, and customize your portfolio using a disciplined investment process designed to preserve wealth, manage risk, and grow assets.

Your Investment Portfolio

Select each step to learn more.

Listen to learn about you and understand your goals, priorities and challenges

Customize your financial plan and asset allocation strategy

Screen investment managers utilizing our rigorous multi-point criteria

Select investment managers for your plan that suit your risk tolerance and return expectations

Monitor results to keep your plan on track with your goals and changing priorities

Conduct ongoing risk and performance monitoring of investments

Report to you quarterly with transparent, comprehensive performance analyses

1 Listen 2 Customize 3 Screen 4 Select 5 Monitor 6 Conduct 7 Report

Highlights of Our Investment Process

Prudent, rules-based processes

Disciplined screening process utilizes our comprehensive multi-point criteria, culminating in a diverse menu of carefully selected investment managers.
Extensive due diligence focuses on risk awareness and mitigation. We work to fully understand the risks involved in every investment we make.
For over 30 years, we have been using and improving this process.

Rigorous investment selection

Investment managers who seek to capture returns while minimizing risk are identified for further screening.
Open architecture platform that provides you with a broad range of investment solutions including:
- Institutional-quality equity managers across a breadth of investment styles and market capitalization ranges.
- Individual high-quality bonds selected to provide income, liquidity and reduce volatility in your portfolio.
- Alternative investments that provide style diversification and returns that are often less correlated to the broad markets.

Ongoing monitoring and comprehensive reporting

Full transparency is expected of our investment managers. In addition to regular face-to-face conversations, we monitor every trade our managers make so we — and you — always know how your investments are performing.
Comprehensive, understandable reports and meetings ensure we remain on track to meet your goals and changing priorities, and to answer your questions about your portfolio, wealth plan, or the markets or economy in general.