INVESTING DOESN’T NEED TO BE COMPLICATED

We use a disciplined investment process to manage your money with the same care as we would our own accounts. You’ll have complete transparency into the fees, risks, and objectives of your customized portfolio. 

We simplify the investment process for you by building an investment portfolio that works specifically for your needs. We show you ways to best put your money to work and provide you with the tools, market intelligence, knowledge, and insight required to plan, implement, and achieve your short-term and long-term financial goals.

BUILDING A PLAN FOR YOUR FUTURE

Our Investment management process based heavily on your financial plan. In addition, there are several questions that we’ll ask along the way to get an understanding of your true objectives, values, and concerns with your assets. 

What is the goal of the particular investment- are they earmarked for a special purpose, retirement, or are they to be left as a legacy at your death? 

What is your return expectation? How comfortable would you be if the investment experienced a loss of 10%, 20%, or 30%? 

Do you want to avoid certain types of investments such as tobacco, fossil fuels, or others? 

Is there a certain amount of money that you would want absolutely protected from risk? 

What percentage of your total net worth are looking to invest, and how are your other outside investment accounts allocated? 

By combining your investment experience, expectations, and preferences with your overall financial plan, we can then tailor an investment portfolio that meets your needs and avoids any surprises. 

PRUDENT INVESTING THROUGH DIVERSIFICATION

Our investment process uses a disciplined, diversified approach. Research from Blackrock has shown that proper diversification makes up the largest component in a portfolio’s overall success, with market timing and individual stock selection having substantially less impact.

OUR INVESTMENT COMMITMENT

When we manage money for our clients, you’ll always get from us:

• Explanations when we make a trade
• Regular market commentary from portfolio managers, economists, and other sources.
• Materials to show you exactly what you’re invested in and how you’re performing
• Access to see how your investment accounts are performing online, updated daily, from Morningstar.