Investment Management that Aligns Your Financial Plan with Your Life Goals
Get help making smart investing decisions so you can achieve what’s important
In today’s uncertain economic environment, you may be concerned about your financial future and meeting your goals. That’s where we can help. Our experience, discipline, and investment strategies can help you plan and invest for the future with confidence.
Our Investment Philosophy
All client’s investment needs are unique in their own way. The centerpiece of our investment strategy for each client focuses on developing a strategic and tax-sensitive asset allocation and then constructing a customized diversified portfolio specifically tailored to your unique needs and goals.
We understand that all individuals are different and a “one size fits all” investment portfolio does not and should not exist across all client’s needs. In most situations, our investment/portfolio-specific recommendations are centered on low-cost index and institutional mutual funds, and various exchange-traded funds, or ETFs.
We do not believe any form of speculation, such as market timing or trying to “beat” the market, works over the long haul. And while we are certainly sensitive to and aware of the movement of the financial markets, we will not rashly react to the daily, weekly, and monthly volatility of the stock market. Instead, we accept that market volatility can and will occur, and look to help clients benefit from them.
Our investment management process
We follow a multi-step consultative approach designed to develop customized investment strategies that incorporate our clients’ personal needs and objectives. The process includes:
- Assessing your investment objectives and risk tolerance
- Understanding your current lifestyle needs and future aspirations
- Analyzing your current portfolios and assets
- Providing independent and objective advice
- Implementing the recommended asset allocation across all available accounts
- Monitoring and rebalancing your asset allocation over time
Investment Management
Personal Needs Assessment
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Portfolio Analysis
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Customized Investment Strategies
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Monitor & Balance
Investment Products
We offer access to a comprehensive lineup of investment products depending on the need of the individual. We do not work with proprietary products. Our independent structure enables us to select from a wide spectrum of investment solutions to determine which are appropriate for your individual strategy and life goals:
- Individual Securities (Stocks, Bonds)
- Mutual Funds
- Annuities (Fixed, Variable)
- Managed Accounts
- Insurance (Life, Disability, Long Term Care)