Our results-based culture delivers the kind of performance our clients demand.  Designing a custom plan for each client with clear, measurable objectives and key results allows us to remain steadfast and focused. In addition, investment policy statements as well as desired outcomes for cash flow and growth are established to accurately reflect each client’s risk appetite and expectations. We measure our results in both relative and absolute terms. We report investment performance quarterly. We meet with wealth management clients annually—at the very least—to review financial planning objectives and progress toward those goals.