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Our Resources

According to the dictionary resources are a stock or supply of money, materials, staff, and other assets that can be drawn on by a person or organization in order to function effectively. We would add knowledge and experience to that definition. Our resources are the tools we use to serve our clients.

Our most important resource is our staff. The Principals of our company each have over 35 years of experience providing wealth management services to high net worth clients. Most of our staff, including both Principals, are Certified Financial Planners (or candidates for the exam). Over the last 35 years we have encountered a great many financial issues and circumstances (both good and bad) on behalf of our clients and have developed wisdom based on experience to help guide our clients in making decisions to best achieve their objectives.

We have invested in and use some of the leading technology in financial services for client relationship management, portfolio management and reporting, and internal compliance controls. Technology is a large ongoing expense that we are committed to on behalf of our clients and we are constantly evaluating how technology can help to improve our services.

Locally we have a group of CPA’s and Attorneys that are independent of our firm that we can call upon for specific research questions or guidance. In many cases these are long term relationships and these professionals have a wide range of expertise within their chosen field. When necessary we can refer clients to these professionals if the circumstances require a substantial amount of work.

In addition to our staff, technology, and local professionals, our firm is also an institutional client of some of the largest and best-known financial services firms in the world. These firms, including Fidelity Investments, J.P. Morgan, Goldman Sachs, BlackRock, Russell Investments, and others, provide us access to their Institutional products, and their insights into the economy and markets. We have additional technology tools that they provide us and we also have access to many of their “experts”. In many cases we have conference calls with experts who were just on TV prior to our conversation. By having a range of expert views to draw from we can confidently make our own assessments and advise our clients accordingly.

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