Our Approach

Each Client Requires a Custom Approach

Our clients have grown their assets in unique ways and expect more from their advisors. Consequently, meeting clients’ needs requires flexibility to mold our approach to each client’s best interest. We deliver this flexible approach in the following ways:

• Building investment portfolios individually for each client, rather than imposing a standardized – and rigid — investment allocation approach.
• Taking your entire financial picture into account when building an investment allocation. This includes your private assets, real estate, and other holdings.
• Promoting a firmwide culture, ability, and willingness to leverage the entire highly experienced Azimuth team to benefit our clients. We loop in various team members into client relationships, based on their relevant expertise, to best serve each client’s individual needs. There are no “silos” in our firm.
• Placing an emphasis on finding the optimal solution for clients, not what is the best for the firm or an individual advisor. This is often best achieved in collaboration with outside professionals.

Collaboration, Not Competition

We believe that done properly collaboration with third-party professionals can result in better client outcomes than an exclusive, “one-stop shop” mindset. The emphasis on optimal client solutions includes working closely with outside professionals such as attorneys and accountants where appropriate. This collaboration reduces the risk of groupthink, can enhance accountability, and can generate better ideas from differing perspectives – all of benefit to the client.

Confidentiality

We believe the knowledge that you are a client of Azimuth is your asset, not ours. We don’t promote our firm by divulging clients’ identities or their financial situations. We believe that, absent what is necessary and/or required, the authority to share such information rests with our clients. See our Privacy Policy here for details.

Clients First

For us, putting your interests above ours is not merely an obligation as a fiduciary, but vital to building a successful long-term relationship. We believe such a relationship is based on consistently acting with integrity and a commitment to maintaining your trust and confidence. 

Independent Management

Azimuth has been independently managed since our founding in 2004. We believe this management structure allows for more efficient and decisive decision making, which enhances the investment management and client service experience.