Our Investment Approach

We recommend strategies that help clients match their long-term goals with the proper asset allocation.  Recommended portfolios are constructed using a disciplined investment strategy that focuses on accomplishing objectives with the least amount of risk necessary.

We believe that accountability and transparency are critical for building and maintaining successful long-term relationships.  We believe our clients should have a thorough understanding of all aspects of their investments.

We clearly explain to our clients the many available investment choices and monitor the ever-changing market landscape.  We insist that our clients be kept informed of their portfolio progress by staying in touch on an ongoing basis with phone calls, e-mails, meetings, and detailed reporting.

We can work closely with our clients’ other advisors, such as attorneys, CPAs, etc. to help ensure that our clients are doing everything they can do to help minimize their tax and legal liabilities.

We strive to administer independent and objective advice.  Consulting services are offered primarily on a fee-based arrangement tied to account values.