Advisors

Team Mission Statement

We are dedicated to building and supporting long-lasting relationships with our clients and their families by helping them achieve their goals as they go through life.

We specialize in discretionary portfolio management for high-net-worth individuals and their families, family trusts, charitable foundations and family enterprises. We are dedicated to protecting and building client wealth through the creation and hands-on management of customized investment portfolios.

Our Clients

• It starts with a simple conversation and extends to a holistic approach to providing financial security for our clients.
• We develop long-term relationships with our clients based on trust and help them achieve their financial goals.

Our Service

• We constantly challenge ourselves to provide an exceptional client experience and go to great lengths to create meaningful value and exceed our clients’ expectations.
• The basis for our investment recommendations is the time-tested Odlum Brown Model Portfolio, a hypothetical all-equity portfolio developed by the Odlum Brown Research Department, representing key investment opportunities.

Our Team Members

• We conduct ourselves with integrity and hold ourselves personally accountable for delivering on our commitments.
• We support the personal and professional growth of all team members and recognize that each member of our team contributes to our success. We motivate team members to flourish and succeed to their highest potential, and we reward their performance.
• We are part of an independent firm that is free from any conflicts of interest and aligns with the values of our clients and our team.

Our Partners

• We treat our industry partners with respect and value their commitment to our clients and to our team. It is expected that our partners share our ethical values and adhere to a certain standard of skill and expertise.
• We maintain an ethical business environment and always do the right thing for our clients and partners.

Our Community

• We are good citizens in the communities in which we live and work.
• We believe it is our responsibility to contribute to and positively affect our community.