Investment philosophy

We believe in establishing a conservative investment portfolio that evenly matches the individual risk tolerance of each client. We typically acquire portfolio growth through moderate movement within the portfolio rather than relying on large swings on either the buy or sell side. We are in constant contact with our clients, not just during the volatile times, to ensure that their investments remain within their individual tolerance levels as we feel the worse scenario would be if a portfolio unexpectedly reduces more than a client could tolerate.