A client-centric focus designed to build an enduring plan.

Portraiture, our process for developing an in-depth profile of your specific financial and life state, is often an iterative process. The picture we create may differ from your own characterization based on discrepancies we may uncover between your perception of your assets, situation and characteristics and your true circumstances. In this stage, your particular portrait as well as our capital markets assumptions are the primary inputs to model various asset allocation scenarios. Any projected future cash flows are included, as are allocation restrictions reflecting your stated biases.


Plan development leads to an investment policy framework―a formal set of guidelines that details the upper and lower limits of each investment category as well as the long-term, strategic allocation target for these assets groups. Our work takes place in the context of your overall state of affairs, and we collaborate with you and your other advisors to optimize their advice.


  • Understand objectives, needs and constraints
  • Analyze current investment strategy and portfolio
  • Assess alignment with growth, spending, and income needs


  • Evaluate current status vs goals within the context of capital markets views
  • Identify areas of potential opportunity and risk mitigation
  • Develop personalized investment plan and proposed asset allocation


  • Review proposed strategy with client
  • Select appropriate solutions for each asset class and strategy
  • Construct portfolio leveraging firm’s best thinking


  • Benchmark portfolio to measure where value is being added
  • Monitor progress toward achieving goals
  • Adjust, reallocate and rebalance portfolio as indicated


  • Convey firmwide views, thinking and strategy
  • Provide comprehensive reporting
  • Incorporate assets held elsewhere if information is accessible
We can help you with a wide range of planning needs from short-term budgeting and cash flow planning to more complex issues such as business owner succession guidance, philanthropic planning and diversification of concentrated holdings.
  • Benefits and compensation planning
  • Income tax strategies
  • Asset protection/ identity theft
  • Cash and money management
  • Budgeting
  • Concentrated stock mitigation
  • Debt structuring
  • Liquidity event planning
  • Income recognition
  • Estate and trust planning
  • Philanthropy and charitable goals
  • Business succession and startup
  • Financial education for adult children
  • Caring for an ill or aging family member
  • Education planning
  • Employer plan allocation
  • Life and property insurance needs
  • Cash flow analysis and modeling
  • Retirement planning
  • Life event planning