Our Approach

We take time to carefully understand our clients’ short, mid, and long-term needs. We consider the following items: 

•   Investment Objectives 

•   Investment Horizon 

•   Ownership Dynamics 

•   Current Holdings/Portfolio Perspective 

•   Highest and Best Use Analysis 

•   Repositioning Strategies 

•   Risk Tolerance 

•   Target Return Objectives – Current Cash Flow vs. Appreciation 

•   Capital Formation needs 

•   De-risking strategies