Discretionary Portfolios

Investing, done deliberately.

Globally diversified portfolios managed to a long-term plan agreed with you — not reset at every market headline. Clear reporting, honest fees, no cross-sold products.

Classic desk with pen, papers, and tea
Approach

A plan on paper before a position in the market.

Every portfolio we manage starts with a written investment policy — your objectives, your constraints, your horizon — that we both sign. The portfolio then follows the plan, not the news cycle.

We rebalance to the plan quarterly, review the plan annually, and change the plan only when your circumstances do.

What's included

Four commitments, held consistently.

Global diversification

Equities, fixed income, and alternatives across developed and emerging markets. No home-country bias, no concentrated bets.

Tax-aware management

Account selection, tax-loss harvesting, and withdrawal order coordinated across your household's accounts and tax year.

A single transparent fee

One advisory fee published on your engagement letter. No commissions, no soft-dollar arrangements, no in-house products.

Who it suits

Private clients with complexity.

Individuals & couples

For people who want a single advisor coordinating investments, retirement, and legacy decisions.

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Trustees & family offices

Independent portfolio management for existing trust and family-office structures, with reporting designed for lay trustees.

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Begin the conversation

A single call is where every plan begins.

Introductory consultations are complimentary, confidential, and in no way obligate you to proceed.

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