Financial & Investment Services
We offer a wide variety of financial services to best meet your needs.
Individual Investment Management
- Portfolios are specifically structured based on your needs/objectives and our market analysis.
- We manage individual funds, retirement plans (IRA’s, solo 401(k), profit sharing), corporate funds and non-profit accounts.
Non-Dollar Denominated Investments
- We fully believe there is a fulcrum shift of economic strength.
- We question the dollars ability to remain the global reserve currency.
- To protect against a change, should it occur, we provide non-dollar denominated investments when market cycles dictate.
Socially & Environmentally Responsible Investments
- We provide a comprehensive SRI strategy that includes social and environmental screens, economic cycle analysis, technical research, and fundamental review.
- Individuals have the option to restrict any investments or to provide more restrictive guidelines. We can create portfolios that are geared toward social responsibility.
- Clients have the option to add unique screens to their portfolios such as Women in Business Investing Strategies.
- Private banking solutions
- Investment Credit Line
- Jumbo Mortgages
- Cash management
- Banking capabilities
- ATM access worldwide
- Free online bill pay
- Unlimited check writing
- MasterCard check card
- Domestic and global custody and safekeeping
- Our in-house analysts, thoroughly review your current and future financial goals.
- This analysis can include planning for all life events including:
- Education funding
- Purchase/sale of a business, etc.
- Estate planning, to ensure the bare minimum (will, durable power of attorney, health proxy) are in place and up to date