Our philosophy at Resolute is “It can be done.” Our advisors work with each family to develop a customized and comprehensive plan that integrates their investments, financial objectives, and social impact and philanthropic goals. We strive to be sound fiduciaries of our clients’ assets. We provide excellent service, comprehensive reporting, transparency, and investment guidance that helps position them for strong long-term net performance.
Our approach to building each client’s portfolio is tailored to their specific needs and tolerances. We select only the investments we find to be appropriate for that client and his or her objectives. We also work closely with families’ other trusted advisors to deliver a holistic overall strategy.
Our portfolio construction is grounded in both academically-supported and empirical analysis, combined with judicious capital market strategy and investment selection. We believe in the use of both active and passive investment selection. Our focus is positioning portfolios with the ultimate objective of providing solid returns for a given level of risk.
Our services extend beyond traditional wealth management. We coordinate each family’s overall financial landscape to help meet their needs and objectives.