We believe that all wealth management advice should be acutely centered on the independent needs of each client and their long-term goals. Our practice works to deliver innovative wealth strategies that manage risk and help you to achieve your objectives. We live by the principles of Quality, Credibility and Client Focus, applying our unique diversity of expertise for the benefit of each client.
We spend a great deal of time and energy to make sure you understand how much—or how little—risk you need to take to accomplish your goals. We want you to understand what we are doing and why we are doing it.
Our process starts with our team of advisors guiding you through a disciplined discovery to assess where you are today and how we can help you get to where you want to be in the future. We seek to understand all dimensions of your financial condition, including risk tolerance, so that we can work with you to establish realistic objectives. Following this exploratory phase, we structure an investment portfolio that is designed to support your goals-based strategy and is aligned with your risk tolerance and liquidity needs.
When creating strategic plans, our focus is on minimizing risk in your portfolio relative to the returns we are seeking, whether for preservation or for growth. We take a long-term view of the appropriate risk-adjusted return needed to pursue your goals, and, ultimately, work with you to make plans with this understanding in mind.
We want you to understand what we are doing and why we are doing it
We are confident that our clients benefit from our diverse team of private wealth advisors with complementary skills, talents, strengths and interests. Our partners are engaged in a continuous dialogue to share thinking and ideas, and to compare and challenge perspectives. We perpetually integrate this collective wisdom into our advice to clients.
We are driven to stay intellectually ahead of the curve by investing in our knowledge base, with several team members earning multiple professional designations. Quadrant Private Wealth is one cohesive unit centered on providing outstanding comprehensive wealth management services to our clients.
We named our company Quadrant for two primary reasons. One is a reference to a Renaissance-era instrument used to navigate a journey. The other is a reference to our risk management perspective in investing and planning. We evaluate our portfolios and strategies on a risk/reward matrix. In doing so, we strive for the upper left quadrant, which represents a premium reward in relation to the degree of risk one is taking.
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