We believe there is an enormous difference between having your money simply invested and having your money professionally managed and tied to specific goals.
All portfolio designs are customized to your specific set of goals and personal circumstances.
None of your money is invested until we have gone through our fact-finding process and put together a financial/retirement plan everyone agrees with. The results of this plan are the baseline for how we develop an investment portfolio.
We never take on more risk than necessary to get the job done.
We maintaining tax efficiency in the strategy and use tax-efficient investments where appropriate.
The investment strategy includes a close and ongoing review of your risk tolerance, time horizon, personal beliefs, and the rate of return we would like to achieve.
Portfolio is a blend of low-cost active and passive investments.
Portfolio is reviewed by our team quarterly, and the results are reported to you.
Portfolio is diversified across all major asset classes, including stocks, bonds, cash, alternatives, and global tactical investments (e.g., private equity, real estate, etc.) when appropriate.
Our research team is constantly reviewing various investment strategies for inclusion in your portfolio.
We are able to align your portfolio with your mission and values.