Investment Management

Our Philosophy

What are your investment goals?

When it comes to investing, there is no “one size fits all” approach. We create a customized investment plan designed to meet your financial goals – with or without a trust account. More than half our managed assets are non-trust accounts for individuals and institutions.

Our in-house team of professionals includes:

  • Attorneys
  • Chartered Financial Analyst charterholders (CFA®)
  • Certified Financial Planner (CFP®) certificants
  • Certified Public Accountants (CPA)
  • Certified Retirement Services Professional (CRSP)
  • Certified Corporate Trust Specialists (CCTS)

Regardless if you have a modest nest egg or more substantial assets, we can help you determine the account that best meets your needs.

  • Investment Management Accounts
  • Personal Trusts
  • Dynasty Trusts
  • IRA/Rollover Accounts
  • Foundation/Endowment Accounts
  • Employee-Sponsored Retirement Plans
  • Self-Directed Investment Portfolios

Why Choose a Fiduciary?

As fiduciaries, we help clients simplify the complexities of investing with unbiased advice.