We offer discretionary portfolio management services. Our investment advice is tailored to meet our clients’ needs and investment objectives. We will meet with you to determine your – or your organization’s – investment objectives, risk tolerance, and other relevant information at the beginning of our advisory relationship. We will use the information we gather to develop a strategy that our firm will implement on your behalf. Once your investment portfolio is constructed, we will monitor performance on an ongoing basis and rebalance the portfolio as required by changes in market conditions and your financial circumstances.