• Communicate with clients to determine investment objective, time horizon, liquidity needs and tolerance for risk.
  • Develop and implement portfolio strategies.
  • Monitor economic and market conditions and account performance.
  • Communicate regularly with clients to discuss investment strategy and confirm or alter investment objectives to meet clients’ evolving needs with a high level of personal service.
  • Where appropriate, integrate our portfolio management services with clients’ tax, estate and/or retirement planning needs and work with his/her other advisors.