An investment strategy tailored to your needs
With CFA® (Chartered Financial Analyst) and CAIA® (Chartered Alternative Investment Analyst) designations, our Boston-based investment and trading team collaborates with a nationally recognized institutional investment consultant with more than 100 investment professionals to execute a complete investment strategy that aligns with your long-term financial plan while maintaining flexibility to adjust to new opportunities or risks that come with changing markets.
Going beyond traditional stocks and bonds
Our approach goes beyond stock and bond investments. In today’s environment, less traditional investments like dynamic bonds, real assets, alternatives, and private investments are all important sources of return and risk management. When building your investment strategy, our goal is two-fold:
To maximize your return potential for your unique situation and risk tolerance:
To help you keep as much of that return as possible:
We communicate the results clearly,
so you’re always apprised of where you stand.
From here to serenity
Complimentary Three Meeting Process allows you to road test working with us before you become a client
You talk. We listen. We learn all about your goals, objectives, financial situation, and what keeps you up at night.
State of The Union
We provide an analysis of your current financial position and compare that to your goals and objectives.
We present a detailed financial plan with custom recommendations and investment strategies.