Selected work
Representative project work
Examples of our work. Client names are left out. Investing involves risk, including loss of principal. Past performance does not predict future results.
Review
Fund Overlap Review
A review of holdings across funds for overlap and cost, with a plan to simplify.
Policy
Investment Policy Statement
A written policy with goals, limits and review dates for a family.
Operations
Transfer Control Process
A documented process with a second reviewer for every transfer and account change.
Planning
Business Owner Plan
A staged plan for a business owner with most of their wealth in one company.