Investment Management

We offer an innovative and integrated approach to wealth management, called “overlay” or Unified Managed Account (UMA).
Our investment program offers you a customized portfolio featuring a carefully chosen, proven and monitored group of national and international money managers representing a variety of investment styles. We are able to address client specific needs such as socially responsible investing, legacy stock positions, specific views on sectors and popular securities. We also offer both taxable and tax free fixed income investments utilizing individual securities along with access to over 11,000 no-load mutual funds
Investment management services include:

  • wealth preservation
  • income strategies
  • multigeneration strategies
  • tax efficient asset allocation
  • financial planning advice
  • trust and estate planning
  • 401(K) rollovers and IRA’s
  • socially responsible investments