Approach

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MANAGING WEALTH IS NOT A PASSIVE ROLE TO US, AND WE ARE NOT PASSIVE IN OUR APPROACH.

Good financial relationships are more intimate than they might first appear. At Somerset, we get to know you and what’s important to you. We help you understand your wealth. What is it for?

Once we understand you better we are able to pair our planning techniques with your objectives. We begin to speak the same language.

This same thing happens as we craft your portfolio. We have nurtured relationships with institutional managers that help us understand how they are going to perform inside your portfolio. Knowing this, we place your investable dollars accordingly. This is as much an art as it is a science.

WE ARE COMMITTED TO A SPECIFIC APPROACH TO WEALTH MANAGEMENT. ONE CHARACTERIZED BY A FEW KEY QUALITIES:


  • ACTIVE AND CONCENTRATED STRATEGIES

  • DEEP RELATIONSHIPS

  • MARKET CYCLE TIMELINES

  • DRAWDOWN AWARE