What can I do to optimize my investments?
I have considerable assets and naturally I want to make sure my investments are in line with my goals and objectives. While I trust my advisor, I don’t feel like I’m seeing a lot of unique or interesting investment opportunities. How can I be sure we’re capitalizing on the right opportunities and that my investments are working as hard for me and my family, as I’ve worked to earn them?
How we can help
It may not be obvious, but investment decisions can come with a lot of emotional considerations, so trust and understanding are always the foundations from which we work. We start by talking with you and your family. Thanks to our deep experience with high net worth families, we ask the important questions and walk you through different scenarios, helping you understand the various risks and opportunities available to you. By getting to know our families intimately, we sometimes discover that other advisors (lawyers, bankers, etc.) may lack some family context and in those instances, we humbly offer a little objective perspective.
The more diversified your portfolio is, the harder it can be to gain a clear understanding of how your investments are performing on a consolidated basis. How can you determine whether the various strategies complement each other, or if they might actually be compounding some risks? Do your investment solutions make sense once you factor in the after-tax perspective? What’s the big picture? Simply put: you can’t measure what you don’t know.
Additionally, it’s important to ensure that all of your planning is coordinated. For example, is there anything in your will that could have investment-related ramifications that you have not considered? It’s crucial you know where your assets are being held and if your will reflects your reality and your wishes.
Our goal is to guide you in making sound decisions that fit your personal reality, customizing your portfolio in a way that reassures you that those goals can be met – both today and for the long term.
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Meet our expertsThe people behind the expertise.
Sudharshan SathiyamoorthyPh.D., MBA
Greg MooreCFA, FEA
Mindy MaymanB.A., Econ., Fin. PI., FMA, CIM
Justine DelisleCPA, CA, Pl. Fin.
Danny RitterCPA, CA, CFA
Let's get you where you need to go