Process Our relationship with you is a collaborative one that’s based on trust, so we are working together to plot a course that will address your needs. We coordinate closely with your other trusted professionals, such as your CPA and attorneys, to bring all aspects of your financial life into a comprehensive plan.To be truly effective, your investment strategy must be customized to your distinct circumstances. We use an established four-step process to construct an approach that’s tailored to your needs. We believe in using professionally managed investments to build a diversified portfolio that balances your need, ability and willingness to take risk. We are also continually cost-conscious, utilizing strategies that are tax-efficient and identifying opportunities to minimize future taxes. Have a Question Name Email Address Phone Question Thank you! Oops!