Our Services
Portfolio Management, Tax Strategies, Retirement Planning
We have a conservative-balance investment style. This means we strive to preserve your wealth first and foremost, and then target opportunities to participate in financial sector uptrends.
- We begin each new client relationship with a thorough risk tolerance analysis, which we have found to be the single most important contributor to long-term satisfaction with portfolio management.
- We then prepare a thorough evaluation of your current holdings and compare them to our present strategy to optimize current income and growth while balancing underlying risk.
- We will outline our buy-sell recommendations free of charge, and if you decide to engage us as your advisor, we will prepare an investment policy designed personally for you.
- Upon your approval of investment management documents, we will immediately begin rebalancing your portfolio, strategically planning each change based on current market conditions and our near-term and longer-term forecasts.
- We review market changes daily and send you monthly evaluations and quarterly performance reports.
You will find us readily available for conferences and updates, and we will formally review your portfolio with you at least annually. Based on your investment goals, we expect to make significant modifications to your portfolio on average two to three times per year.
Disclaimer: Investing involves risk including the potential loss of principal. Please note that rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability. Investment strategies, such as rebalancing a portfolio, cannot guarantee a profit or protect against loss in every market environment.
