Commitment & Principles

Commitment & Principles

The individuals and their families who rely on us for wealth management have developed a level of confidence over time that is based on three important aspects of the way we conduct business.

Most importantly, we develop personal relationships with our clients for the long term, based on more than just business. We strive to understand our clients —as real people and real families— and are genuinely interested in their lives, challenges, and triumphs.

Second, our independence allows us to focus as fiduciaries on the priorities and needs of the families we serve. Our recommendations are always based solely on our clients’ interests. Period.

Finally, our comprehensive SeaPortTM Portfolio Management System identifies stocks using a sophisticated bottom-up stock selection process. It balances long-term diversification and concentration to deliver results based on individual client objectives.

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