Your financial advisor should also be an essential partner.
Not just during formal portfolio reviews, but 24/7/365.
That’s why we formed our own Investing Committee — a rarity within our industry.
What Our Investment Committee Does
We review the following performances weekly:
- Our mutual funds and ETFs
- Their benchmarks
- Their competitors
We hold monthly meetings to assess:
- Our macro-economic outlook
- Target asset allocations
- What investments to include in the portfolios we manage:
- Which investments to overweight or underweight
- Which investments we should buy, sell or hold
“Meeting as a team allows us to challenge our perspectives and assumptions. For our clients, we believe that means sharper and more informed guidance.”
Vincent W. Finney
Managing Director - Investments
Senior PIMTM Portfolio Manager
Consistent Collaboration
Every partnership has a “honeymoon phase” where things start off great… only for the client to do most of the calling once the initial glow starts to fade.
Our team does things differently:
We make it our mission to hold proactive conversations.
These discussions benefit both parties:
Why Do We Operate This Way?
feel more confident because we’re planning for and navigating milestones
Learn Moreappreciate it when we chair the board and provide executive summaries
Learn Morefeel motivated to stay the course
Learn Morereceives elevated service and an opportunity to ask questions
Let’s Put Your Investing Goals on the Agenda
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