Investment Portfolio Management

We want your portfolio to grow, along with your peace of mind. Our recommendations, built around your risk tolerance, will factor in three key investment disciplines: asset allocation, diversification, and rebalancing. Moreover, our independent approach allows us to choose from a wide range of investment products that will suit only your needs, not those of a large bank or insurance company.

While asset allocation is important, the concerns of outliving your money, managing liquidity issues, the volatility of the various markets, and tax consequences – these issues cannot begin to be addressed with just a pie chart or algorithm. Yet, consider how important these variables are in creating an effective investment strategy.

Our clients work with us because they understand that managing their families’ finances carries with it significant responsibilities and they don’t want to go it alone or risk making costly mistakes. Together, we help them sort through the complexities of investing, and offer solutions that integrate tax, estate planning, insurance, and other areas that have an impact on their investment decisions. Here’s how …

Goal-Driven Investment Strategies

The process of designing your investment portfolio begins with clarifying and defining your investment goals, your short and long-term objectives, your retirement horizon, and the level of risk you are comfortable taking. We talk with you about your concerns and the things that keep you up at night. We draw on these insights to build a diversified portfolio to best achieve your financial objectives.

Choosing from an array of investment options, we apply a “best of strategies” philosophy to evaluate each investment opportunity on its own merits, involving you in the decision-making process so that you are informed, engaged, and educated about our investment recommendations. Diversifying your retirement assets among a variety of investments that are appropriate for your situation may offer you the best chance of meeting your retirement income goals throughout your lifetime.

We build your portfolio like we build our relationship with you, carefully and with a long-term perspective.

Experience and Expertise

You want the most experienced minds working together to create your investment strategy, monitor your portfolio, and make modifications as investment conditions or your personal circumstances change. Our team of highly qualified financial professionals is solely dedicated to the research of appropriate investments and constructing portfolios.

Comprehensive Reporting

Financial reports should answer the question, “How am I doing?” Our clear, concise reports capture a wide range of information to help you understand how your investments are performing. We let you know how you measure up against industry benchmarks and your own goals.

Economic News and Intelligence

Economic conditions are constantly changing and so is your need for timely and relevant information. We put our expertise to work to educate you about the economy, political attitudes and legislation, and the impact that global and other issues may have on your assets. You will find an ever-changing array of timely topics and more in-depth economic analyses on our website and in your mailbox. 

Is Your Investment Strategy on Track?

IRA & 401(k) Assets