Customized Portfolio Management
Create a customized, globally diversified, tax-efficient portfolio tailored to your financial plan and built to stand the test of time.
Why a Customized Portfolio Matters
No two investors are alike. A customized portfolio gives you more than market exposure — it offers precision, flexibility, and alignment with what matters most to you. Unlike one-size-fits-all models, our portfolios are tailored to reflect:
-
Your specific financial goals (e.g., retirement, education, legacy)
-
Your time horizon and liquidity needs (e.g., alternative investments)
-
Your personal risk tolerance
-
Tax-efficiency strategies
-
Your values (e.g., ESG or socially responsible investing)
With this individualized approach, you can invest with confidence, knowing your portfolio is working toward the outcomes that matter most to you.
Ready for a Smarter, More Personalized Investment Strategy?
Let’s build a portfolio that reflects your life — not just the market.Key Benefits of Our Customized Portfolio Approach
Comprehensive Planning Integration
We align your investment strategy with your full financial plan — including estate, tax, insurance, and cash flow goals.Dynamic Risk Management
We assess your unique risk profile and adjust as needed over time to protect your downside and support your upside potential.Tax-Aware Investment Strategies
We consider asset location, tax-loss harvesting, and other strategies to optimize your portfolio's after-tax returns. We also utilize private markets and alternative investments as options for diversification in portfolios.Ongoing Personalization
As your life evolves, so does your portfolio. We proactively rebalance and make adjustments based on new goals, market conditions, or major life events.Values-Based Options
We offer ESG, SRI, and Impact Investing strategies through our Social Values Portfolio — enabling you to grow your wealth while supporting the causes you care about.Who Can Benefit from a Customized Portfolio?
-
High-net-worth individuals and families seeking tailored solutions
-
Business owners with complex tax and liquidity considerations
-
Pre-retirees and retirees wanting income-focused strategies
-
Independent women investors seeking a values-aligned, trusted partner
-
Philanthropists and legacy planners looking to make a meaningful impact