COLLABORATION

SFE is a valuable addition to your team of trusted advisors

A successful financial strategy often requires a team of trusted advisors working in concert on behalf of the client; e.g., accountants, attorneys, administrators and consultants. Client priorities and relationships determine which of these leads the effort. SFE has extensive experience in this collaborative model. We often take the lead role – managing all of the client’s assets and coordinating with our trusted affiliates. SFE is also comfortable in a supporting role – managing part of a larger portfolio in accordance with a specific mandate.

In every case, SFE is committed to openness and communication. SFE will work closely with your advisors to ensure that our investment activities compliment your overall financial strategy.