OUR PROCESS

DELIVERING CUSTOM INVESTMENT STRATEGIES THAT MEET OUR CLIENTS' FINANCIAL OBJECTIVES.


OUR
CUSTOM
PORTFOLIOS


01

Small Cap
Mid Cap
Large Cap


02

Emerging Markets
Developed International

03

Taxable Bonds
Tax Free Bonds



04

Special Situations

INVESTMENT
PHILOSOPHY



PURSUE
• Asset Allocation
• Custom Portfolios
• Broad Diversification
• Tax Aware Investing
• Ongoing Review
• Long Term Perspective

CAUTION
• Illiquid Assets
• Short-Term Trading
• Leverage and Derivatives

AVOID
• Complexity
• High Fees

INVESTMENT
PROCESS


01

Review Current Circumstances, Clarify Objectives, Determine Appropriate Risks Tolerances.

02

Determine Appropriate Asset Allocation.

03

Customize Portfolio Investments To Meet Clients' Specific Situations.

04

Purchase Securities And Implement Investments Plan.

05

Actively Monitor Investment Performance.

06

Re-balance As Needed.