We work with you to understand what you are trying to accomplish. Then, we develop the right investment strategy to achieve your goals given your risk tolerance and unique circumstances. Along the way, we show you how you are doing with comprehensive, institutional-quality performance reporting, liquidity monitoring, and cash flow modeling.
We handle all the details for you including manager implementation, capital calls, and cash movements.
Your investment strategy is not complete without considering the impact of taxes. We work with you to ensure that we can maximize your after-tax investment returns by helping you manage custom strategies in asset location, estate planning, and charitable giving.
As a thank you for clients who invest at least $250,000 in professionally managed assets, we’re offering a wide range of benefits including:
We offer portfolios of individual securities consisting of a single asset class that can be personalized in pursuit of a specific investment objective.
Your EN advisor can connect you with third-party investment advisors who offer specialized services like integrated tax planning and preparation, fully customizable investment solutions, and strategies for concentrated positions.
We can help you evaluate whether purchasing individual bonds might be a good fit for you and may be able to potentially save up to $35 per bond.
We offer a range of trust solutions for inheritance and estate planning. We can act as trustee or co-trustee or, in some instances, serve as an agent for an individual trustee, providing clear communication and assistance with record keeping, disbursements, and tax returns.