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Individual Investors

Comprehensive wealth planning, risk management, and investments tailored to your risk profile and goals.

How we can help.

We help clients manage their finances so
they can focus on the nonfinancial
aspects of their lives that are most
important to them.


We serve our clients as fiduciaries, which legally binds us to put our clients’ interests ahead of our own.

We develop investment strategies based upon our clients’ unique financial needs and goals.

Our decades of experience serving as an advisor to pensions, endowments, and foundations provide valuable insights that we can apply to our clients’ financial needs.


Account Aggregation 2


Secure online portal to enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.
Cash Flow 2

Cash Flow

Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.
Charitable Gift Planning (Solid)

Charitable Gift

Advice and strategies to help clients better accomplish their charitable and philanthropic intentions.
Education, Estate, and Legacy planning (Solid)

Education, Estate &
Legacy Planning

Oversight and alignment of estate and education planning documentation with a client’s long-term goals to protect and preserve substantial assets.
Family governance planning_icon

Family Governance

Family investment and multi-generation strategies including education, distribution planning, and long-term trustee solutions.
Family philanthropic planning_icon

Family Philanthropic

Consultation on entity selection, governance, active/passive giving, and strategic prioritization.
Insurance 2


Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.
Performance Reporting (Solid)


Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes. 
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Portfolio Construction &

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives. 
Retirement 3


Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.
Risk Management_icon


Often used in place of or alongside insurance planning, risk management covers areas such as liability planning, income tax nexus, and unexpected events.
Tax Consulting_icon


Tax compliance and consulting for individuals, trusts, estates, flow-through entities, and closely held entities.