A client's investment portfolio is never an end in itself. It is a means to achieve an objective. That objective may be, among others, creating a source of retirement income, college funding, funding a major purchase or creating a legacy. After gaining an understanding of the goals and time horizon of the client, portfolios are created with the following characteristics:

  • Asset Allocation - Combine different asset classes with a goal to deliver more consistent returns.
  • Broad Diversification - Combine companies of differing size, industries and sectors.
  • Globalized Portfolios - Include attractive investment opportunities in companies based overseas.
  • Rebalanced Holdings - A disciplined approach to keep the portfolio objective-focused.
  • Maximize after-tax results - Manage taxable accounts for tax efficiency*.

This approach utilizes professionally managed portfolios such as separately managed accounts, mutual funds, exchange traded funds and individual securities.

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If anything you have read here spurs a question or investment idea, please contact me anytime. I'm happy to discuss any of these topics with you.