We maintain relationships with several elite portfolio management firms, including:
Atlanta Capital Management Company
Bradley, Foster & Sargent
Breckinridge Capital Advisors
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.