You are an accomplished, discerning individual with a fine mind and a caring heart. These attributes have been instrumental in attaining your current level of affluence. The financial resources you steward are precious, allowing you to design a life and legacy on your terms. You seek financial advisors who align with your intellect and who will take the time to be thoughtful on multiple levels as they guide your investments and more.
At Blair Hall Advisors, our approach is designed for clients like you. The heart of our service is our distinctive Client Commitment—eleven tenets that are optimized for discerning clients.
Our focus is on quality, not quantity. By intentionally serving a limited number of thoughtful clients per advisor—far fewer than industry averages—we ensure a deeply personalized and impactful advisory service that goes beyond technical expertise. This approach provides our advisors with the dedicated focus needed for each person and family we serve.
Join us in exploring the eleven tenets that set us apart, forming the heart of our unwavering dedication to our clients. Consider how these tenets might resonate with your individual or family needs. We may not be for everyone, but could our Client Commitment be the perfect fit for you?
Alignment of Values. Above all, our role is to support your values around money and wealth. It’s the center of our initial “discovery” process to learn what you value, and mindfulness of your values empowers us to strive for your goals.
Supportive Listening & Counsel. We think it’s valuable for us to hear about any significant concern or opportunity you have in your life, bar none. It’s often in more informal conversation that we uncover ways to assist. We look forward to providing supportive counsel on any financial topic—including areas as varied as career, business, major purchases, life-cycle decisions such as retirement, trusts, and estate planning.
Tenacious Commitment. We have designed our practice around a modest number of highly valued clients so that we have the capacity to work more intensely for any client when required. For example, when clients are navigating a stressful life changing event, often our level of interaction and support will increase.
Mutual Warmth and Respect. This is about the way we provide our service—and about the meaning we draw from our work. Warmer relationships make us more effective—and are more fulfilling. For potential clients who want a more transactional relationship, our firm may not be the right choice.
Openness. Most pivotal, we’ll be open with you about your financial situation, your portfolio, and our recommendations. We design portfolios and offer planning advice so it’s feasible for you to ask meaningful questions. We’ll be forthright about how your ideas and input seem to us. We don’t shy away from difficult but important topics, such as health or long-term care planning, that are important to your finances.
Transparency. We keep you informed every time we take steps on your behalf, to provide predictability. For example, we let you know any time we trade in your accounts with a clear explanation of why, and an invitation to ask us questions if you have any.
Confidentiality and Discretion. Many of our clients know each other or are members of the same family, so we are sensitive to how important it is to keep financial information—and other personal information—private. Some clients don’t even know that they have friends or colleagues who are also clients.
Kindly, Persistent Advocate and Nudge. Sometimes we can tell that taking care of the financial to-do list doesn’t come easily for a given client. We embrace that for some clients, for us to be a persistent, gentle, and friendly “nudge” to attend to key financial items can add a lot of value.
Intra-family Collaboration. It’s our pleasure to help parents work with their adult children, or vice versa. Occasionally, we also find ourselves facilitating different financial preferences between spouses or siblings as well.
New York City Style. Our team members are New Yorkers and “honorary” New Yorkers. This infuses our corporate culture with a warm directness that we like to think typifies New York City, as well as a healthy bias to getting things done. We think it’s a terrific culture for looking after clients’ financial lives.
Exclusivity. Like other high-end boutique wealth firms, we do ask to be our clients’ exclusive financial advisors. Serving in such a comprehensive manner maximizes our value by preventing interjection from other firms that may have philosophies at cross-purposes with our own.
Blair Hall Advisors always welcomes your thoughts and questions—be it about our Client Commitment, your journey towards further financial success, or any other financial queries you might have. We are thoughtfully expanding our client community. To start a meaningful conversation, feel free to contact us. We’re here to listen and guide.
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