We pride ourselves on our accessibility and encourage frequent and open communication with our clients. Client satisfaction is the most appropriate measure of our success.

In taxable accounts we can be particularly sensitive to capital gains issues and employ strategies to maximize the growth of capital. In nontaxable accounts we often focus on the timeliness of returns and the risk associated with achieving them. With individual accounts, personal and financial considerations such as estate plan issues, asset characteristics and exposure are important. For institutional clients, the form and structure of employee benefit plans, liquidity and sector diversity are given careful consideration.

Each account is assigned two senior managers who are equally knowledgeable of the specific characteristics of each client's requirements. Through regular communication, we work with our clients and their consultants and advisors. This insures that their accounts are managed to support their investment goals.