We directly manage investment portfolios for individuals, families, trusts, and endowments. We structure and actively manage our client portfolios in a manner that is consistent with their objectives and risk tolerance. The portfolios we design and manage are uniquely tailored to the needs of each client, each is separately managed, and we have full discretion over trading in all accounts. See the Investment Management section for more details.We do not provide comprehensive financial planning services. We have found that few clients truly need what many advisors bill as comprehensive planning. We do, however, perform a comprehensive retirement assessment when appropriate. Additionally, we help our clients with specific financial planning-related issues as they arise.


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