Investment Advisory Services

We maintain relationships with several elite portfolio management firms, including:

  • Atlanta Capital Management Company
  • Bradley, Foster & Sargent
  • Breckinridge Capital Advisors
  • Eaton Vance Investment Counsel
  • Lockwood Advisors, Inc.
  • Riverbridge Partners, LLC

With our clients and their portfolio managers, we develop and implement an Investment Policy Statement, which defines a client’s unique investment goals, expectations, restrictions, and performance metrics. This policy statement serves as both a directive and a guide for a client’s portfolio manager.

We meet frequently with clients to discuss their portfolio’s performance, rebalance and reposition when necessary, and ensure that all investments are aligned with their Investment Policy Statement. We maintain a continuing due diligence evaluative process over all recommended portfolio managers, examining investment style and discipline, personnel qualifications, experience, and long-term performance.

We do not sell or promote any investment products.