2065 1st Street
Investing is both complex and simple. It’s complex in that there are virtually infinite ways to construct a portfolio—an entire universe of investments that can feel intimidating if you don’t know where to start. But it’s simple in that it’s all about following quality analysis, managing risk, focusing on long-term results, and seeking to reduce costs.
We use a combination of strategies to make sure your portfolio is performing for you:
What our independence means for you
As independent advisors, we work for you and you only. We are not required to push certain investments that make our firm more money, we have no quotas to fill. We answer only to you and your pursuit of financial success.
How we manage your money
In our opinion, the biggest enemies of your portfolio and wealth over time are the negative impacts of expenses, taxes, and inflation. We seek to eliminate unnecessary investment costs and to identify tax saving strategies that strives to improve the chances of the success of your long term financial plan.
There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against a loss. No strategy assures success or protects against loss.