Our comprehensive approach for private clients blends investment management, tax, estate and financial planning services.

With us by your side, expect:

  • A comprehensive financial planning approach
  • Collaborative investment, tax, estate and financial planning services
  • Intimate knowledge of your personal and financial objectives
  • Regular meetings to foster communication and enhance satisfaction
  • A team of advisors dedicated to you and your family
  • Salaried advisors operating free from quotas, investment restrictions and proprietary products
  • In-house investment committee directing all investment research and decisions
  • Tailored portfolios consisting of equity, fixed income and alternative investments
  • Disciplined, data-driven approach to investing

Our portfolios are made up of traditional asset classes (equity and fixed income), as well as nontraditional alternatives. Regardless of your portfolio size, we customize a plan specifically for you. In addition to highly accessible, partner-level attention, a customized Wealth Management Dashboard is created and shared with you. Quarterly performance reporting shows your portfolio returns net of all fees and are compared to a relevant benchmark.

Tap 30-plus dedicated team members with decades of financial services experience, where the only agenda is yours. Independence matters; we’d love to show you how.

Please Note: The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Meet the Private Client Services Team

Learn more about our team members' expertise, insights, and how we can help you thrive

Insights

Contact Us

Toll Free: 800.759.7857, Phone: 205.979.4100

Questions or want to learn more? Get in touch with us!

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