We offer the dedicated attention and specialization of a boutique investment advisor combined with the resources of a global investment management organization. We can guide you toward your investment goals by serving in a range of capacities—from full decision-making discretion to a purely advisory capacity—with your best interests at the forefront of our guidance.
Your goals, needs and circumstances serve as our guide to constructing your portfolio. Understanding that your financial profile will evolve over time, we work continuously to ensure our recommendations remain aligned with your priorities, enabling us to serve as your trusted advisor for the long term.
Broad diversification within your portfolio helps you capture greater expected returns for the risks you assume. We believe genuine diversification often means going beyond traditional asset classes—and incorporating alternative investment strategies where appropriate—to reflect your unique goals, time horizon and financial profile.
We believe equities—public and private—are the most effective way to compound capital over the long term when adjusted for inflation.
Investment portfolios rely on fixed income for yield and their risk-reducing potential when combined with other asset classes.
Private equity, hedge funds, private real estate and liquid alternatives offer unique opportunities to enhance diversification and may improve risk and return expectations.
Investment policy statement
Strategic asset allocation
Tactical asset allocation
Actively managed equity & fixed income strategies
Third-party manager access & selection
Active & passive diversification
Public & private markets
Portfolio reports
Performance reports
Global market updates
Manager updates
Client changes
Market changes
Manager changes
Portfolio strategy review
Investment policy statement
Strategic asset allocation
Tactical asset allocation
Actively managed equity & fixed income strategies
Third-party manager access & selection
Active & passive diversification
Public & private markets
Portfolio reports
Performance reports
Global market updates
Manager updates
Client changes
Market changes
Manager changes
Portfolio strategy review
Your strategic asset allocation will likely be the most crucial factor in your portfolio’s long-term performance. We monitor and review portfolio positioning on a regular basis, making tactical adjustments when warranted by high conviction, in anticipation of economic and market shifts.
Guided by your needs, your portfolio manager seeks investment opportunities across all asset classes, sectors and industries. We can leverage the extensive global resources and capabilities of Franklin Templeton, including global economic insights and deep analytics on thousands of companies.
We seek to preserve, grow and transfer your wealth in the most tax-efficient manner possible. Our investment decisions are made in a tax-aware framework where we assess opportunities in terms of their after-tax values.
Disciplined risk management and due diligence seek to ensure that risks are recognized, rational and have the potential to be rewarded. Our quantitative analytics offer transparency into portfolio risk exposures, guiding decisions from your initial allocation to rebalancing decisions in changing market environments.
You have access to comprehensive portfolio information—from performance, to holdings, market valuations and transaction activity.
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