Our Values
Integrity
The basis for all of our activities. When dealing with something as precious as our client's wealth nothing short of the truth can be demanded.
Discipline
Consistency in client service and investment management is critical, especially during periods of extreme volatility. All of our relationships are guided by a proven method that is adapted to their individual needs.
Purpose
We believe that crafting a thoughtful Purpose for ourselves and our loved ones creates a life that is both successful and fulfilled. One of the main questions for us is always "What's the Purpose of our wealth?".
Our Standards:
Shadowbrook Clients Enjoy
1 A personalized WLS and customized investment portfolio
2 Weekly Portfolio Monitoring During Periods of High Volatility
3 Monthly Review Infograph on your dedicated day of the month
4 Quarterly Reviews of Your Personalized portfolio & an In-Depth Semi-Annual Review of Your "Progress to Goal"
5 Yearly Review of your: WLS, Holdings, Succession Plan, Cash Flow, & Retirement Income Analysis
6 24-Hour Acknowledgment of Service Requests with an Estimated Time of Completion
7 A Pledge to Continue Our Education and Enhance Our Services to Better serve you
8 Integrity in all that we do in service of you
Our Mission:
"To manage your wealth with the diligence & vision with which we manage our own"
We care for the wealth of our clients with the values and standards that we would want someone to employ when guarding our family’s wealth. In times of extreme volatility our investment discipline is what anchors us.
At Shadowbrook, our mission is to serve individuals that view their wealth as a means to a greater Purpose. We serve families and corporations that desire a deeper understanding of their financial opportunities in order to create a lasting impact in society through their Wealth & Legacy.
Our Process:
Developed over 10 years, we have created a process that we are confident will assist you in developing and achieving your most ambitious goals. Elegant yet effective, our process is broken down into simple steps that ensure a comprehensive strategy is set into motion upon implementation.
Our Capabilities:
We are proud to offer a full suite of comprehensive investment solutions for the most complex financial challenges faced by Families and Institutions. By partnering with Charles Schwab & Co. we offer clients the ability to access a wide array of financial instruments across global capital markets allowing us to build customized portfolios to address the most demanding of needs.
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Background:
Portfolio Manager
"A portion of what we do has to do with money, the even larger portion is entirely about the impact that we can have on the world with that money. When I think of legacy I think about more than just the inheritance that I leave my family, I think about the way I’ve changed the lives of the people around me with my choices"
