Investment Management

Managing Your Investments

We follow a multi-prong approach to investment management that allows us to guide our clients on a path of financial well-being.

A Custom Portfolio

This blueprint is created just for you—we take into account your needs, your time horizon and your risk tolerance so you can enjoy your hard-earned resources more and worry less.

A Strategically Allocated and Monitored Portfolio

With your blueprint in hand, we construct and monitor a diversified investment portfolio, combining different assets in varying proportions, and always with an eye to lower expenses and better performance. We review your actual portfolio in detail at least monthly.

Some of the investment vehicles we utilize are no-load (no-commission) mutual funds, exchange traded funds (ETFs), stocks, bonds, treasuries, bills, notes, certificates of deposit (CDs) and money market accounts.