With a keen planner’s perspective, commitment to service, and access to the best investment managers around the globe, we build and maintain portfolios to meet even the most exacting expectations and aspirations. – James B. Lebenthal
Newsletters for Investors
Lifestyle Analysis & Planning
Our belief is that an investment plan must come from a careful analysis of how long your assets need to last to support your lifestyle. We review your stocks and bonds, including property, business transactions, and concentrated stock. We help you pinpoint your objectives through an honest self-appraisal. We perform “what if” scenarios to determine sustainable withdrawal rates for all the things you want and may need to do. We then create a diversified asset allocation plan that addresses both income needs and your life goals, taking into account your risk tolerance to help ensure a maintainable lifestyle over your lifetime.
Portfolio Design & Management
With your financial plan defined, we select the fixed income, equity, and if applicable, alternative asset investment managers to execute the plan. The best investment of assets is achieved through carefully selected managers. We also access the municipal and equity asset management expertise of Lebenthal. As independent advisors, we have the flexibility to work with top managers in every asset class from around the world to meet your objectives.
Ongoing Monitoring & Analysis
To ensure your investments stay relevant to your objectives and the evolving market landscape, we monitor your portfolio and your lifestyle on a regular basis. We also perform due diligence on managers on an ongoing basis. We continually review your portfolio through a tax-sensitive lens and rework your investment mix for taxes where necessary. State-of-the-art technology closely monitors and reports on manager performance as well as providing exact results to you and your advisors. We encourage you to meet with us on an annual, if not more frequent, basis. Of course, we are always available for calls and emails.
Our Approach to Working with You
We look at both the big picture and the details, guiding you every step of the way.