Investment Management

Making your money work for you.

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:

  • Core strategies. We use personalized strategies as the backbone of your portfolio and customize when doing so will help you to pursue your goals.
  • Tax awareness. Some investments have tax consequences, and we do what we can to seek to minimize the tax implications of your portfolio.
  • Cost reduction. We seek to reduce costs when we can.
  • Diversification. A well-diversified portfolio can potentially help during market fluctuations.
  • Monitoring. Over time, market forces change the allocation of a portfolio, and careful monitoring helps keep your investments balanced in service of your goals.
  • Investment committee. Every two weeks, our advisors meet to review and discuss overall performance of the financial markets and items that affect client portfolios.

 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.