115 Wilcox Street
Every client we serve has a portfolio that is as unique as they are. We don't use "standardized strategies" that you have to conform to, and we don't "block" trade across all of our client's accounts uniformly. Together, we will design an investment strategy that is right for you. We will show you various paths, how they impact your financial plan, and what to expect from risk and return. You will have the clarity you need to make confident investment decisions.
We customize the implementation of your strategy. We can build your portfolio using individual stocks, individual bonds, mutual funds, exchange traded funds, options, or any mix of these tools. We can align your portfolio with your values, allocating to companies and sectors you want to support, and avoiding others that you would rather not. And we will be mindful of taxes - we pay attention to capital gains, harvest tax losses where it makes sense, and implement your strategy in a tax efficient manner.
Generally, there are two methods for managing investments: 1) Discretionary, and 2) Non-discretionary. We do both, and are happy to partner with you under either method. With discretionary management, you give us the authority to place trades in your account that are consistent with your strategy, but without getting your explicit approval for each trade. This provides us with more flexibility to be proactive. With non-discretionary management, we need to get your explicit approval for each trade before we make it. This provides you with more control. Either way, we will share what we recommend, why we recommend it, and ask for your questions and feedback.
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