Our approach to investment management is carried out on the idea that all clients are not created equal. Each portfolio is custom made, using financial planning tools, risk tolerance and capacity assessments, and a clear understanding of the client’s plans and goals. We review your current investments, tax situation, income needs, and goals. We work with you to establish a target asset allocation under which your accounts will be individually managed.
To make your investments work with your lifestyle, we follow a six step process each year to make sure that you stay on track. You will go through this process when you start working with our firm, and in the years to come we will continue to use this process to make sure that you are on track with your personal goals and objectives.
We simplify your life and provide you with greater understanding and peace of mind to achieve your investment goals. We don’t focus on global market performance. We want to exceed your expectations under the mutually agreed upon rate of return based on your needs, income and risk tolerance. When you make money, we make money but we don’t want you to take unnecessary risks that will put your good fortune in harm’s way. We want you to reach your goals with ease, and be calm about market fluctuations knowing that your personal assets are being guarded and watched over.