Investment Management

Managing Your Investments

We follow a multi-prong approach to investment management that allows us to guide our clients on a path of financial well-being.

A Custom Portfolio

An investment plan blueprint is created just for you—we take into account your needs, your time horizon and your risk tolerance so you can enjoy your hard-earned resources more and worry less.

A Strategically Allocated and Monitored Portfolio

With your blueprint in hand, we construct and monitor a diversified investment portfolio, combining different assets in varying proportions, and always with an eye to lower expenses and better performance. We review your actual portfolio in detail at least monthly.

Some of the investment vehicles we utilize are no-load (no-commission) mutual funds, exchange traded funds (ETFs), stocks, bonds, treasuries, bills, notes, certificates of deposit (CDs) and money market accounts.

We provide fee-only financial advisory services in an asset-based arrangement.

Based on our minimum fee, our services are generally most cost effective when managing more than $750,000. If you would like to take the next step and explore our services further, we will be happy to schedule a brief introductory phone conversation or Zoom meeting.