Investment Management

Investment Management

The first step in helping you to reach your financial goals is to go in-depth and learn about who you are, what you seek, and what your financial situation looks like. That information allows us to build a prudent and diversified investment portfolio to meet your specific risk and return needs. No two situations are alike, and as such, no two portfolios are the same. But regardless of how your accounts are invested, we’ll manage them with discipline around our time-tested investment principles.

Broad diversification
Spreading risk over several investment classes including stocks, bonds, real estate, commodities, and cash helps to provide a smoother stream of returns while avoiding the risk of putting all of your eggs in one basket.

Long-term approach
Taking a long-term view is what gets us through the downturns and keeps our discipline on the way back up. We stick to our playbook to avoid making rash decision during times of market volatility.

Low-cost investments
One of the only certain ways to increase market performance is to decrease the cost of accessing market returns. We seek to maximize your risk-adjusted return with an eye toward keeping your expenses as low as possible.

Continual portfolio monitoring
As markets move, so do the relative values of the investments that you hold. Left unchecked, this can make your market exposure drift away from where we want it to be. We will constantly monitor your accounts and rebalance them when needed to ensure your portfolio remains appropriately tailored to your investment needs.

Whether you are a seasoned investment veteran or want to be completely hands-off with your finances, let us help create an investment plan that will enable you to reach your goals. As holistic planners, we will make portfolio recommendations and decisions that consider every aspect of your financial life, including other investments you might hold, your personal tax situation, as well as legacy and charitable planning. As CFP® professionals, our work will be guided by your best interest.