Investment Management Strategies

Our investment strategy begins with the strong belief that diversification is the key to maximizing growth while mitigating risk.  Many investors limit themselves to stocks, bonds, and cash, but we often include alternative investments such as real estate to further diversify portfolios.  In addition to using individual stocks, we have access to a wide range of low-cost mutual funds and ETFs for our customized portfolios. 

PROFESSIONAL MONEY MANAGEMENT

We partner with many third-party money managers that have developed investment portfolios for all levels of risk.  This allows us to lean on their many years of investment management experience, specializing in market analysis, due diligence, fund selection, and asset allocation.  With this partnership we can work with individuals, families, foundations, endowments, retirement plans or profit sharing plans, offering personalized strategies and a full range of investment solutions.  

DIVERSIFICATION

We use a broad spectrum of investment vehicles to achieve diversification.  We believe the heart of an investment portfolio starts with large US equities, but we also look at incorporating emerging markets, bonds, and alternative investments.  We help determine your individual risk profile, develop a view of return required to accomplish your goals, and tailor a diversified portfolio that balances risk with reward.

DISCIPLINED, LONG-TERM VIEW

We provide a clear, long-term path to help you achieve your dreams.  And annual reviews serve to keep you focused on key milestones.  We take a broad view of your financial situation, factoring in your total assets, including 401(k) plans, pensions, and real estate holdings.