We customize your portfolio to fit your needs in accordance with your goals, account size and risk tolerance.

Our investment process utilizes various professional resources and research for a cost-effective approach. We select active asset managers and passively managed index funds as part of your core portfolio. When account size permits, we construct a portfolio of individual stocks and bonds, to complement your core portfolio. We also have access to alternative investments such as private equity funds to further diversify portfolios when appropriate.

Our customized approach differentiates us from most advisors. When creating a customized portfolio, it is essential to take into consideration the following:

• Asset allocation based upon life stages, withdrawal rates and risk tolerance.
• Liability matching—being certain that funds you will need in five to seven years are accessible.
• Tax efficiency and consequences are always considered.
• Emotional decisions are mitigated through focus on your goals and a structured process and plan.

We review your investment portfolio in conjunction with your wealth plan. As your needs and life circumstances change, we are here to make the necessary adjustments and keep you on your desired path.