INVESTMENT MANAGEMENT

An Investment Portfolio is an important part of your financial plan. It is the engine that gives you the potential to reach your long-term goals. How fine tuned that engine is will determine how efficiently and quickly you arrive at a desired result. Continuous monitoring and tuning of this portfolio to protect against risk of loss, inflation, interest rate changes, taxes, and unforeseen events is essential.

Our investment process includes assessments of the correlation between risk and return, an optimized asset allocation crafted for each client based on his or her unique facts and circumstances, and ongoing analysis and reporting. 

Our focus is to create the investment plan that has the greatest possibility of achieving the return you need to reach your objectives. Once your personal strategy is implemented, we monitor your portfolio, research new opportunities as they arise, and find every excuse to stay the course long term. We build strategic as well as tactical models, but for the vast majority of our clients, we have a long term, principally strategic focus and try not to let the short term emotional signs of the market influence our decisions.