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Our Approach

Our Approach

We assist a select number of clients in the management of their investments and real estate holdings. With our input and guidance, we strive to help clients make better and more informed financial decisions.. 

An integral part of our service consists of clients being able to get informed answers to their financial questions with one call and without having to explain their situation to more than one professional. 

Portfolio Management

Our Portfolio Management approach focuses on Capital Preservation, Risk Reduction and Tax Efficiency. Based upon several decades of experience, we believe that a successful portfolio management strategy is largely dependent upon the validity of assumptions used about the future. Given that global economic uncertainty, market volatility, and questionable political policies will continue, we believe in applying common sense in addition to fundamental analysis to finding workable solutions. 

There are three areas in managing investment portfolios that we believe are critical to achieving a successful outcome. They are:

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Widely regarded as the most important  factor of how well a portfolio performs in the long run, Asset Allocation is the academic term for balancing portfolios during various market conditions.  It's a well-known fact that different asset classes have different risk and return characteristics over time. Based upon our experience and knowledge, it would be our job to strive to make those variables work for clients in the achievement of their investment goals.

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We pay close attention to utilizing available Tax Management Strategies to attempt to make portfolios as tax efficient as possible without jeopardizing returns.  Maximizing the after-tax return can be an effective way to accelerate the achievement of investment goals!

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To implement client approved portfolio strategies, we utilize the resources of SEI Private Trust Co. a global provider of asset management solutions. Working with SEI gives us access to some of the Country's most highly regarded money managers. With that affiliation, we could potentially enhance portfolio returns, reduce volatility and manage investment risk more effectively.

Real Estate Consulting

Real Estate Consulting

Our consulting services are designed to help clients deal effectively with changing Real Estate needs and complicated decisions. With several decades of experience in all areas of Real Estate, we help clients understand the interaction of location, cap rates, market factors, construction quality, lease terms, financing, etc. Whether we are talking about residential, investment or vineyard properties, we can assist our clients by:

  • Striving to optimize current and future value of Real Estate holdings.
  • Integrating financial and Real Estate holdings to attempt to  achieve long term goals. 
  • Striving to optimize Optimizing asset allocation and diversification to mitigate risk.
  • Co-ordinating cost-effective construction improvements.

We believe that our clients have benefited over the years in many ways from our extensive and unique perspective on seeking to maximize the value and cash flows of real estate assets anywhere in the country. 

Please contact Ursula Thurow at 707-331-0828 or