How we think and act
When creating a plan, we focus on today’s realities as well as tomorrow’s opportunities. We do not use age as a determining factor as to what investments our clients should own. Rather, we focus on their individual situation and what is needed currently and in the future. Over time, as life situations change, we manage through those changes by making whatever adjustments are necessary. This way, we are able to develop portfolios that are allocated to match each client’s unique situation.
Our philosophy is grounded in stock market investing that is supplemented by other products based on individual needs. To keep risk consistent with your own tolerance, we build the necessary flexibility into your portfolio to easily put risk on and take risk off. We perform a rigorous due diligence when searching for money mangers and personally select those we feel are best suited. On an ongoing basis, money managers are reviewed to ensure their services are consistent with each client’s portfolio needs.