Customized Investment Counsel & Management

Investment Counsel

We provide creative solutions and personalized services to address clients’ individual needs:

Asset Allocation – Tailor portfolios to address each client’s investment objectives.

Tax-Sensitivity – Maximize after-tax results by compounding returns over the long-term with low turnover, as well as actively managing individual tax lots and selectively maintaining low-cost legacy holdings.

Ethical Investing – Customize portfolios with sensitivity to clients’ environmental, social and governance concerns.

Family Office Services – Coordinate with accountants and lawyers on clients’ behalf; help with intergenerational transfers; and serve as trustee, executor or board member on family foundations.

Customized Reporting – Provide comprehensive reports for all financial holdings with easy-to-read appraisals.

Investment Management

We manage separate account portfolios of individually selected stocks, bonds and alternative investments:

Equities – Invest for clients in shares of high-quality Undervalued Growth companies, purchased at reasonable valuations and held for the long-term.

Fixed Income – Construct client bond portfolios mindful of safety of principal, income generation, tax sensitivity and diversification of maturities.

Alternative Investments – Select and monitor limited partnership investments for clients to add diversification and complement Saybrook holdings, maintain contacts with successful managers that we trust, and utilize these relationships to invest at lower minimums.