Intellectual Capital
We work closely with high-net-worth individuals, families, and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. These services are complemented by robust execution capabilities and attentive client service. In addition, when appropriate, we introduce our clients to the broader network and resources of our firm.
Our Approach
A relationship with us begins with a conversation.
We ask about each of our client’s goals and help evaluate them, and then we analyze their financial profile, lifestyle objectives, and attitude toward risk, which is followed by the development of a suitable wealth management plan.
To execute the plan, we offer strategic and tactical asset allocation** and provide a range of investment solutions including cash and cash alternatives, fixed income, equities, and alternative investments***. For clients interested in brokerage services, we offer robust structuring and execution capabilities in all security and derivative products across all major global markets. We also have access to services available through Wells Fargo Bank, N.A.*
Through it all, we offer attentive service and personal counsel. And as a client’s goals change, we can adjust his or her wealth management plan accordingly.
Our People
Our people and our commitment to clients are at the core of our business.
We carefully select our wealth advisors and investment professionals and vet them through a stringent recruiting process. Once they join our team, they then begin a rigorous training curriculum that continues throughout their careers. Even experienced professionals receive extensive training to help them meet our clients’ high expectations.
We aim to keep the number of client relationships per advisor low so that our teams can provide the focus and one-on-one attention that our clients expect. Furthermore, our efforts are always guided by a simple principle: Our clients’ interests always come first. Our experience shows that if we serve our clients well, our own success will follow.
Day in and day out, we remain committed to client interests, investments, and service.
* Wells Fargo Bank, N.A. offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
** Asset Allocation does not guarantee a profit or protect against a loss in a declining market.
*** Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.
