Ask us about investing, and we’ll start by talking about planning. That’s because your financial plan guides the investment strategy that we craft just for you. Your advisor, backed by a team of specialists, builds your comprehensive financial plan based on your retirement goals, values, tax situation, and risk profile. All these factors then drive your asset allocation, liquidity, and withdrawal recommendations. We call this Plan-Led InvestingTM, and it makes us unique in our industry.

As one of the nation’s top five registered investment advisors,1 we’re fiduciaries – meaning we’re legally obligated to act in your best interest. We’re not fad chasers, though we welcome evaluating new trends.

We believe in the fundamentals: tax strategy, cost efficiency, and active management when appropriate. We design portfolios with “true” diversification by carefully examining the intended and unintended risks and exposures in order to strike the right balance needed to achieve your plan. We manage investments with a rigorous team-based, Roundtable™ approach, designed for consistency and depth of insight, with flexibility for specialized strategies. And our proprietary tax-smart technology can help you keep more of what you’ve earned.

When it comes to investing, we go beyond the portfolio to first build a plan that’s right for you. This takes a team ready to get into the details, and who will be there for you when you need us the most. We believe that there’s no shortcut to doing things the right way. Welcome to Plan-Led Investing. Let’s craft your future, together.