Our philosophy is to manage your assets in a way that works best for you. We will attempt to design your portfolio to achieve its targeted rate of return without taking on more risk than necessary. You will have your own tailored Investment Policy Statement that mandates and establishes your goals, policies and procedures.

Whether your portfolio’s goal is aggressive growth or capital preservation, or somewhere in between, the guiding investment principles that we adhere to are:

  • Strategic and Tactical Asset Allocation provide the foundation to managing the long-term risk and return of a portfolio.

  • Low cost investing through the use of low-expense no-load mutual fund families, ETF’s, and index funds are preferred.

  • Rebalancing portfolios on a consistent basis should reduce risk and increase returns over time.

  • A mandate to uphold an unbiased, objective, and advocacy roll.

No, it is illegal for an investment advisory firm to guarantee returns. However, we devote a lot of time, research, and experience in adopting best practices which we believe will help you meet your return goals.

Many of our clients come to us on a referral basis. They typically enjoy healthy household incomes and have investment portfolios of $500,000 or more. However, we welcome and enjoy working with clients who do not yet meet these thresholds but are on the path to reach them in the near future.

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