Investment Management

Today, information is everywhere. And it travels fast. As an individual investor, it is exceedingly difficult to filter useful information from the noise of the markets. And to do so in the context of a long-term investment strategy is even more challenging.

Our professional investment process begins with a clear understanding of your overall situation and personal risk tolerance. We then use asset allocation as a basis to construct your portfolio. Security selection and diversification are crucial elements to optimal returns, and so careful attention is given to what investments are purchased. Finally, continued oversight is provided through ongoing monitoring and review. Rebalancing and strategic shifts in the investment strategy occur as often as is necessary to keep your portfolio aligned with your goals.

This service offers our expertise as a discretionary money manager, and in turn provides confidence that a trusted fiduciary is an active partner in your investment process. 

*Using asset allocation and diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.