investment management

Investments play a key role in your ability to pursue your financial goals, which is why we support you in developing a diversified portfolio to meet your needs and help navigate your challenges. We take time to consider your current situation, goals for the future and any obstacles you may face as we establish a custom mix of investments to meet your needs.

As an independent advisory firm, we have no parent company, joint ventures or investment manager affiliations. That means we are free to take an open architecture approach to investing, which allows us to choose from a virtually unlimited universe of investments as we build custom client portfolios.

We build client portfolios that are diversified across asset classes, including cash, equities, fixed income and alternatives. We incorporate multiple asset managers, geographic regions, market capitalizations and tax classifications as we develop custom portfolios that are both cost- and tax-efficient.

Ongoing, we monitor your portfolio and make adjustments as necessary to account for any market challenges or changes in your long-term goals. We meet with you on a regular basis to discuss performance and help ensure your investments continue to meet your changing needs.