Investment Management
For Individuals and Families

All investment decisions are made here. We are transparent at every turn.

We offer a variety of services for our clients.

  • Dedicated team including Lead Advisor, Financial Planner, and Client Service Manager
  • Customized portfolio management
  • Quarterly meetings with Advisor
  • Quarterly reporting
  • Tax loss harvesting
  • Diversification for concentrated positions
  • Coordination with CPA, attorney, and other advisors
  • Educational events and newsletters

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Investment Management

We follow a principal protected investment strategy, striving to protect our clients’ principal and stabilize their portfolios in turbulent times, yet create disciplined opportunities for growth. What that means for individual investors is milder portfolio fluctuations during unsettled times and growth as the markets rise.

Every client’s portfolio is appropriately diversified, based on their financial plan, time horizon and tolerance for risk. We utilize our unique Investment Policy Process to understand each client’s risk tolerance. Then, we develop a personalized strategic asset allocation model to help them meet their short and long-term objectives. Finally, we select portfolio investments that match their risk tolerance and long-term goals from assets that we monitor closely and believe will provide high value and low volatility over time.

Rather than follow a “buy and hold” strategy, our Investment Committee meets weekly to direct tactical asset allocation, based on the most current investment research. Through customized asset allocation models, we tactically over-weight or under-weight asset classes based on asset valuation and market conditions. Our clients’ portfolios are adjusted over time as asset classes are strategically over or under-weighted. 

Our Investment Process