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Our Process » 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 investment counselor.

Investment Counselor

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

Investment Committee

The Committee crafts our economic outlook, asset allocation changes and security selection, which your Counselor will adapt to your specific portfolio and circumstances.

Planning Committee

This multi-discipline group works collaboratively to develop optimal plans for meeting your financial and estate planning needs.

Account Administrator

Your account administrator’s goal is to take the paperwork off your desk, doing everything from voting proxies to handling securities litigation paperwork to preparing reports and monitoring broker and bank statements — not to mention responding to all your inquiries and requests.