Is This Partnership Right for You?

This service is ideal for individuals and families who:

• Want a long-term strategy to grow and protect their wealth

• Value having a trusted fiduciary to guide them through market changes and life transitions

• Prefer to delegate the complexity of portfolio management

• Are seeking a proactive, ongoing relationship built on trust and communication

What’s Included in Your Ongoing Partnership

• Personalized Portfolio Construction
  A portfolio built around your goals, values, and risk tolerance

• Global Diversification
  Exposure across asset classes and geographies to manage risk and capture opportunity

• Ongoing Monitoring & Rebalancing
  Continuous oversight to keep your portfolio aligned with your strategy

• Tax-Efficient Management
  Strategies to help reduce your tax burden, including tax-loss harvesting where appropriate

• Values-Based Investment Options
  For clients who prioritize social or environmental responsibility, we offer values-aligned portfolios (SRI/ESG)

• Clear Performance Reporting
  Transparent, easy-to-read statements from your custodian, showing account activity and long-term performance

Our Fees

As a fee-only firm, our only compensation comes from our clients. The Grow service is billed quarterly in arrears based on the assets we manage on your behalf.