Investment Management

Investment management begins with a strong understanding of our clients’ unique goals and risk tolerance. With that foundation in place, we aim to build an investment engine that drives growth and produces predictable income while minimizing risk.

Investment management services include asset allocation, financial statement analysis stock selection, monitoring of existing investments, and portfolio strategy and implementation. Investment management may also include financial planning and advising services, not only overseeing a client's portfolio but coordinating it with other assets and life goals.

We develop custom portfolios with a goal of maximizing return, creating predictable income, minimizing risk, and eliminating unnecessary fees. From stocks to bonds, dividends to annuities and managed accounts we can help you make sense of your investments.

We serve our clients as fiduciaries, which means we are morally and legally obligated to put our clients’ best interests ahead of our own. As a result, we do not push products or services that don’t create meaningful value for our clients. This means the advice our clients receive is honest, truthful, and in their best interest. Bottom line is we put 100% of your money to work for you. The better you do – the better we do with an annual advisory fee for the portfolio management.

• Transparent fees aligned with a comprehensive wealth management offering with no proprietary products, sales quotas or new account and asset mandates.
• Develop a customized client Investment Policy Statement
• Employee stock option planning and advice
• Asset allocation for those investments held with us, and recommendations for those held elsewhere
• Portfolio design and management based on a variety of factors and tailored to your specific needs
• 401(k) review to ensure alignment with your overall retirement plan
• Risk management and mitigation
• Investor education and regular performance reviews and updates
• Securities analysis
• Strategies designed to build and preserve income