About Us
Mission Statement
Our mission is to build a long-term relationship of trust and understanding between our clients and our firm by expanding our knowledge and expertise in the financial arena and maintaining an awareness of the broader issues facing each of our clients. We feel it is our obligation to empower our clients by educating them on the financial and managerial issues that affect their lives, institutions, and ministries and to treat each client with the professional respect they deserve.
Philosophy
We are proponents of Modern Portfolio Theory. The asset allocation model is specifically developed for each client, rather than fit the client into one model. Our asset allocation decisions are derived from a proprietary program designed by our consultants resulting in a strategic financial direction appropriate for each client.
Advantages
Flexible
Recognizing that each client is unique with different requirements, we structure each relationship based on the specific needs of the client. Should changes occur, we adjust accordingly.
Accountable
We are not directed by another firm or strategic alliance. We are accountable only to our clients (and the needs of each Client).
Advisors
We not only explain the numbers, but the meaning behind the numbers and their impact.
Reporting Capability
All report systems are in-house. We customize reports that are usable and understandable.
Focused/Specialist
Our services are designed specifically for each client.
Our Approach
We operate from a team concept. Every clients' situation is reviewed by members of our advisory committee. So all of our clients benefit from the combined decades of knowledge of our advisors and benefit from the experiences of all of our clients. Our advisory committee reviews the needs of each client, performs various due diligence during the manager selection process, and visits each of the clients for presentations when needed.