Our Investment Philosophy

Our goal is to hit your long-term objectives with a strategic asset allocation based on your personalized financial plan that is appropriate for your journey so you can retire confidently.

We guide our clients through the process of transitioning from accumulating assets to repositioning those assets for retirement.

Your financial life can be broken down into two phases: accumulation and retirement. During your working life, you are accumulating assets to help take care of you and your loved ones. When you are finished working, you move into retirement, but you still need a way to care for yourself and your loved ones.

To help you achieve your objectives, we use a portfolio construction method called Core-Satellite Investing, a well-diversified fund index-based investment approach and manager-based approach, established by our Investment Committee. This method of portfolio construction is designed to minimize costs, tax liability and volatility with the goal of outperforming the broad stock market as a whole.

Core-Satellite Investing Includes:

  • Generating investment ideas using market research and analysis.
  • Selecting securities from the top down, choosing the most attractive equities and/or fixed income vehicles.
  • Executing trades via an investment department that is independent of your wealth manager.
  • Reevaluating and rebalancing portfolios in a proactive manner, also known as active rebalancing.

We understand that your financial goals and needs are constantly changing at each stage of life. That’s why we’re continuously planning through a customized methodology called the ARC of Life.

This allows us to identify your passions, create a personalized roadmap for your finances, and walk with you every step of the way. We strive to understand your financial goals, conduct a thorough financial analysis of your current situation, and tailor a financial plan based on where you’re headed. Our process begins with getting to know you, and builds on a foundation of who you are and where you want to go in life.

Understanding You

What are your goals? What motivates you? What does success look like for you? During this stage, we’ll focus on learning what matters to you. We’ll also gather personal, financial, and legal data, including taxes, wills, and any other relevant information about you, your family, and your current situation.

Planning for You
Once we conduct a thorough financial analysis, we’ll go over your options so you can make informed decisions that maximize your resources, including your company benefits, to meet your financial goals.

Guiding You

We’ll share our ideas and plans that we’ve tailored to meet your financial goals, then we’ll discuss and help facilitate the implementation of the option that makes the most sense to you.

Keeping up with You

What do we mean by continuously planning? Simple: we realize that life happens. That’s why we monitor your financial situation, adjusting as your needs and goals change. We’ll set up a personalized meeting schedule that allows us to have an ongoing conversation.


Our clients are primarily current and former corporate professionals and executives, generally age 40 and above. We craft comprehensive financial plans to help shape a better future for them and their families.

With our expertise in corporate benefits and comprehensive planning, we are best able to help individuals and families that have at least $1 million in investable assets today and expect to have at least $2 million in assets by the time they retire.