Andrew is driven to create and manage customized investment plans by carefully and continually working to understand each client’s ever-changing needs. Andrew is well-versed in providing clients continual oversight of their financial picture. Because our firm practices a highly customized approach to advising each individual client, Andrew offers great flexibility in adapting to each client’s unique situation and presenting suitable opportunities. By engaging in frequent and proactive communication, Andrew aims for his clients to achieve an understanding and feeling of comfort with his recommendations. In addition to serving individuals, families and private foundations, Andrew advises 40