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INVESTING FOR GENERATIONS
 We have successfully established long-term relationships with high net worth individuals, because our clients share the beliefs and values we have had from the outset. Independent spirit, pride in accomplishment, importance of family, and desire for community enrichment are all characteristics that define us and help set us apart from others. We believe these values have made it possible for us to maintain excellent relationships with our clients and with subsequent generations.
We nurture these relationships through well-tended asset management. We begin by gaining an understanding of your long-term investment objectives, then constructing an individual tax-efficient portfolio to balance the potential for capital appreciation with acceptable levels of risk. Through this disciplined approach to investing, we seek to achieve above-average performance over complete market cycles while attending to your specific and constantly changing needs.
Careful, deliberate stewardship of single-relationship portfolios, many of which were initiated decades ago, has in turn enabled the establishment of trusts for the benefit and education of children and grandchildren. In addition, it has led to the creation of charitable endowments benefiting local and national causes.
The trust and confidence individuals place in Austin, Calvert & Flavin, Inc. come from the comfort they take in knowing that we are in step with their investment goals. Through both face-to-face meetings and written communication, clients are kept apprised of portfolio changes and performance. At the same time, changes in client objectives and situations are incorporated into the investment strategy, allowing the portfolio to reflect the client’s personal and specific needs.
TENDING TO THE COMMUNITY
Firmly planted in the philosophy of ACF, and of many of our clients, is the goal of community enrichment. Through the careful management of endowments, foundations, and charitable trusts, we strive to make it possible for investments to flourish for the benefit of the organization and community it serves. In cities and towns throughout the country, foundations have been established by our clients to provide cultural, scientific, and educational resources and opportunities that benefit people throughout the world.
Stewardship on this professional level enables both our firm and our clients to make a connection to the very causes and issues that matter most. We can help clients make a difference in the lives of others in many different ways, whether it involves creating a fund for wildlife protection or establishing a grant for medical research.
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