Senior Vice President - Branch Director - Consulting Group
Investor angst has been fed by risks reaching critical mass, and we look at how to bolster portfolios in the current environment. Read the full economic outlook in the latest edition of Global Insight.
We believe in a disciplined approach to investment management. We structure client portfolios to meet short-term needs as well as long-term strategic goals. The first priority is satisfying day-to-day income needs and planning for any near-term capital expenditures by using cash management strategies and short-term fixed income instruments. The next step is structuring a core strategic portfolio for long-term appreciation. This portfolio has a traditional focus using an equities and fixed income allocation based on the client’s risk tolerance and financial objectives. Finally, we carve out a tactical/satellite allocation positioned to take advantage of opportunistic strategies and shorter-term ideas.
October 24, 2017
Retirement Plan Update
Social Security At-a-glance
Safeguarding Assets for the Elderly
November 1, 2018
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