Targeted Goal Assessment
We begin every engagement with a deep goal assessment, looking to understand and clarify a client’s personal and financial objectives, time horizons, risk tolerance, social policy, and liquidity needs.
Personalized Investment Policy & Financial Plan
We perform a comprehensive evaluation of a client’s current and future financial state including family composition, investment history, cash flow, risk management, college savings, retirement, taxes and estate planning to help predict future cash flows, asset values and withdrawal plans. We then develop a client's personal investment policy and financial plan and advise on a portfolio based on those targets.
Expert Account Supervision & Oversight
Guided by time horizon, diversification, and environmental, social, and corporate governance (ESG) factors, we assist clients in implementing portfolio recommendations and selecting appropriate investments through our trusted third-party money managers. We help select and oversee this team; ensuring investor plans are being carried out according to a client’s stated goals and objectives.
SRI Specialist Portfolio Management
We partner with some of the best SRI asset and portfolio managers in the country, choosing to work with management firms that have a demonstrated ability to integrate analysis of environmental, social, and governance (ESG) factors into the investment process. We create highly customized multi-manager investment portfolios designed to achieve competitive market returns while reflecting a client’s social and environmental priorities.
Regular Monitoring, Reporting & Review
We oversee a client’s third-party portfolio managers, advocating in their best interest and providing on-going monitoring, analysis, and evaluation of the team, making adjustments whenever necessary. Finally, we regularly revisit and update a client’s financial plan to ensure its continued alignment with their planning goals and objectives.