Provide Values-Driven Guidance—Just as each family’s definition of success is unique, so too are the values they hope to embody today and preserve for the future. Our team takes the time to understand not only your financial goals but the personal perspectives that define your family wealth. And our role can go beyond assistance with stocks and bonds. We are skilled at working in concert with clients’ other professionals, including attorneys, accountants and tax specialists,

Address your most important objectives—Before you pursue the opportunities that investing may offer, our team strives to demystify risk and help you make informed choices that support your short- and long-term goals. Using a balanced, outcome-focused strategy, our risk tolerance conversations revolve around real world considerations and questions. We want you to feel comfortable with your financial circumstances and goals, no matter the market circumstances. We believe this experience begins with a portfolio that reflects your personalized approach to wealth preservation and growth. We are here to support you in your pursuit of financial stability and goals, no matter the market circumstances. This support begins by helping you to build a portfolio that reflects your personalized approach to safety and growth , as well as your risk tolerance, time horizon and liquidity needs. 

Build Adaptable, Tailored Portfolios—We believe investment opportunities change much more quickly than in years past. Rather than relying on outside money managers—and hoping their portfolio adjustments will reflect our views and your goals—we can personally craft and manage client portfolios. Together with BofA Global Research, our team conducts ongoing research, regularly reviews all investments and adapts our tactics and investments to reflect today’s financial world—and your evolving life goals. Once we have confirmed your life priorities and identified your portfolio investment objective, time horizon, risk factor and liquidity needs, we will recommend targeted asset allocations for your portfolios to help meet your specific investment objectives. Granting the team authority allows them to respond to market changes, price volatility and global events with the ability to make adjustments, if needed, to help your portfolio stay on track to pursue your goals.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. 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. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

How We Define Service—Courtesy, communication and knowledge are the foundation of our team’s service model, but our approach goes far beyond standard support. Just as your financial life includes much more than your portfolio, we believe true client service involves more than regular meetings and timely communication. We genuinely want to make your life easier and support your family for generations, so we focus on providing service that exemplifies our dedication in everything we do.

Establish Business Continuity—We believe multigenerational strategies are critically important, so in 1997, we created a business continuity plan for when members retire, with the intention that your family can experience uninterrupted support for decades to come. And because we have historically promoted from within, we hope you will feel confident knowing each member of our team shares the perspectives, experience and caring service you rely on.

Provide Synchronized Support.—Like a symphony conductor or football coach, we believe our greatest results are possible when every member of our professional team aligns and works together. We can not only collaborate with your other advisors, such as CPAs and attorneys—we also look for novel ways to save you time and expense in the process. When appropriate, we communicate directly with your professional advisors and provide them with the documents and information they need to serve your needs, year round.