Mission and Philosophy

Mission Statement

Jane's mission is to provide comprehensive financial services through prudent planning with the utmost in personal investor service and integrity. Taking time to get to know her clients thoroughly, Jane properly assesses their risk tolerance and goals, and designs a custom asset allocation model with the goal of helping clients accumulate, preserve and transition wealth. Jane believes that investors who have accumulated significant wealth should expect to receive superior, personalized service - taking great care in delivering it.

Investment Philosophy

Focusing on long-term growth with properly diversified asset classes, Jane utilizes professional, institutional money managers, and has the ability to manage individual accounts as well. Portfolios are structured using whatever investments are best suited for the client's accumulation, income and preservation goals. Jane is sensitive to the tax implications of investment strategies and provides both fee-based and traditional commission structures, depending on what best serves the client.