Investment Management

It’s our belief that in order to serve our clients’ best interests, we need to have a complete understanding of their long-term goals, ongoing needs, and unique financial situation. More than crunching numbers and running projections, we spend the time that is necessary to build a familiarity and knowledge base to confidently serve as their trusted advisor.

We then customize our clients’ portfolios based on their unique needs and risk tolerance. The allocation between Equity and Fixed Income is based on the following criteria:

  • Return Objectives
  • Time Horizon
  • Ability and Willingness to Take Risk
  • Overall Asset Base
  • Liquidity Needs
  • Income Requirements

Financial Planning

We work with our clients to develop and execute a comprehensive financial plan. This includes educating them on the overall outcome and prioritizing action items. Areas of focus include:

  • Overall Understanding of Long-Term Goals
  • Cash Flow Analysis
  • Retirement Projections
  • Estate Planning
  • Insurance Review
  • Education Financing

Interested in a Portfolio Review?
We’ll Share Our Unique Perspective.