Working With You

Mark A. Fernandez, Portfolio Manager; Karen L. Merritt, Senior Portfolio Administrator & Team Leader

From day one, you will work with a team of experienced professionals who take their fiduciary roles seriously. The result: objective advice and undivided loyalty.


Your portfolio manager and portfolio administrator team will be your primary point of contact. It is through real time communication that the team is able to develop a deep understanding of your aspirations and worries. You will be known, and your burdens will be looked after.


You will find a keystone of our service is regularly scheduled face-to-face meetings with you. These meetings give your team the opportunity to update you on their strategic thoughts as they relate to the capital markets and economy, review with you your portfolio of investments, and update you on the progress made on your long term objectives. These “house calls” give you the chance to share with your team any changes to your circumstances so they can refine your plan as needed. You will enjoy and gain peace of mind knowing your financial affairs are being overseen by a team which is passionate about problem solving and discovering opportunities.


In a world where the pace can be overwhelming, we are here to take care of the details, organize, and simplify for you so you have the freedom to focus on what is important to you.