Our team manages assets on a discretionary basis using a pre-screened investment approach.  This enables us to quickly react to market conditions when implementing our clients’ investment strategies.  The result is a highly customized investment plan, with strategies tailored to our clients’ specific needs and objectives.  We also have extensive experience in analyzing and selecting other managers to help find and select best-in-class additions.

We review Solutions portfolios on a continual basis and investment options at least quarterly.  If market situations require a more tactical approach, we will conduct monthly reviews.

We aim to build a relationship with you for the long term by providing service that’s personal and responsive.

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.