ADVISORY

Fiduciary Portfolio Management

Disciplined, tax-conscious portfolio management designed to balance growth, income needs, and fiduciary obligations. Our approach combines low-cost core investing with an active sleeve to optimize risk-adjusted returns while aligning with the trust’s objectives and beneficiary interests. Specialized tax-loss harvesting where applicable.

Principal & Income Accounting

Accurate, customized reporting to track principal and income accrual in accordance with fiduciary accounting standards. We help trustees maintain compliance, ensure equitable distributions, and provide clear documentation for fiduciaries and beneficiaries.

Fiduciary Documentation / Reporting

Comprehensive reporting to support fiduciary decision-making, accounting, and compliance. We provide clear documentation of investment rationale, performance, and adherence to the trust’s objectives on an ongoing basis, helping trustees fulfill their duties with confidence and transparency.

Private Investment Consultation

Planning across illiquid investments (family ownership, private vehicles, Rule 144) as well as timing and implementation of diversification from concentrated positions in a fiduciary-forward manner.

IPS Formation / Maintenance

A structured, collaborative approach to developing and maintaining an Investment Policy Statement that aligns with the trust’s objectives, risk tolerance, and distribution needs. We work closely with trustees to ensure clear guidelines for prudent portfolio management and long-term fiduciary compliance.

Safeguarded Assets

We custody through Charles Schwab, whose platform is designed for segregation of assets suitable for fiduciary portfolios.