Selecting the right investments is critical to achieving one’s financial goals. We follow a meticulous and client-centric investment selection process to ensure that a physician’s portfolio aligns with their needs and objectives. Taking their risk tolerance and investment horizon into account, we develop an asset allocation strategy that balances investments such as stocks, bonds, real estate, and alternative assets, resulting in a diversified portfolio.

We have access to highly respected institutional and retail fund managers, ranging from the largest asset managers in the industry to small boutique firms. Therefore, we’re able to help physicians compare strategists and managers and recommend changes when warranted.