This week’s Around The World deals with the ever-important topic of Pursuing a Better Investment Experience (click on PDF attachment). The 10 Principles outlined represent the foundation of our wealth management approach and have guided clients through every conceivable economic event over the past 25 years.
Better returns are integral to a better overall client experience -our top commitment to you. Partnering with the best-in-class institutional wealth management companies and constructing optimal portfolios using their best investment funds is how we build and preserve wealth for clients.
I look forward to speaking with each of you in the near term, to discuss the latest addition to our investment lineup -Dimensional, and how it will play a part in your portfolio going forward.