Your Portfolio Management and Financial Planning Solutions

We offer a broad range of portfolio management and financial planning solutions customized for your specific needs, goals, and life stage.  We apply a clear, well-defined, and objective process.  Below is a cross-section of wealth management issues that our clients commonly encounter.  

Key Portfolio Management Factors

• What is the current risk level of our total investment portfolio?
• Does our current portfolio meet our lifestyle needs? How might we reposition our investments to meet our lifestyle objectives?
• What is our net annual return in dollars and on a percentage basis?
• How much are we paying annually for investment advice?
• How tax-efficient is our investment portfolio?

Asset Management Philosophy

Our focus is not on timing the market but rather having a long-term plan to meet your goals. We keep investing simple. Our mantra is – Stay Balanced. Stay Disciplined and Stay Patience.  It’s that easy.

As humans – we are wired to react. Having an advisor as part of your team can help you to know when to act and when not to act. Historically, it has been shown having an  investment strategy provides the discipline necessary to being a successful investor over the long term. The value of a strategy is not in the strategy itself but how it is followed and implemented.