Core Virtues

To implement this mission, the team commits to three essential virtues:

• Purpose – to help you, your family and the organizations we serve to express your priorities through how you use your money

• Excellence – to deliver outstanding results through proven processes

• Humility – to incorporate diverse perspectives and collaborate effectively in service to you and your goals

Key Commitments

The team focuses on three key commitments to you:

• Clarity 

• Confidence 

• Comfort

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Services & Capabilities

The capabilities we employ range broadly across wealth management planning, wealth structuring, and investment management. Our focus is philanthropic strategy in the service of clients for whom giving is a priority. An overview of our capabilities and the services we provide is below:

• Statement of Financial Purpose Development
• Holistic Goals-Based Wealth Management Planning
• Customized Investment Management and Portfolio Construction
• Strategic Giving Analysis 
• Estate Planning Services
• Cash Flow Management / Balance Sheet Evaluation 
• Risk Management/Insurance Evaluation and Planning
• Retirement Income Planning
• Business Exit Planning
• Education Planning
• Alternative Investments
• Lifetime Gifting & Legacy Planning
• Personal Philanthropy
• Wealth Transfer
• Private Foundations
• Family Governance
• Access to Fiduciary Trust Services
• Lending and Mortgage Needs
• Health and Long-Term Care

*Banking products and services provide by Bank of America, N.A.

*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

*Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Investment Approach

We employ a unique, proprietary philosophy known as “Methodological Diversification”. Broadly speaking, we seek to provide true diversification, not simply through generic asset allocation, but through an allocation to fundamental, cyclical, and tactical factors in order to create customized portfolios that fit a client’s individual needs.

This process centers around monthly investment committee meetings in which we conduct a systematic review and due diligence of custom portfolios, discuss rebalancing considerations, and review investment insights harnessed from BofA Global Research, rated as one of the Top Global Research Firm by Institutional Investor magazine.


*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.