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About » Team Approach

Team Approach

We put the full force of our team’s resources and knowledge behind every decision we make.

Our team-based approach allows us to give you the best of both worlds: the collective experience and wisdom of our team of wealth management professionals and continuity of care through your trusted relationship with your wealth counselor.

Wealth Counselor

Your wealth counselor has day-to-day responsibility for managing your account, and makes decisions informed by the Investment Committee.

Investment Committee

The Investment Committee crafts our economic outlook, asset allocation changes and security selection, which your wealth counselor adapts to your specific portfolio and circumstances.

Account Administrator

Your account administrator’s goal is to take the paperwork off your desk. They handle your inquiries, requests, and prepare reports with the goal of making the management of your account as seamless as possible.