We know that every person we meet has his or her own unique mix of goals, needs and preferences. That’s why we never take a cookie-cutter approach to investment advice. You are an individual, so you deserve a customized investment strategy that fits your lifestyle.
This client-focused philosophy extends to everything we do as a firm. You’ll always have personal, direct access to us—no voice-automated assistance. Anytime you want a face-to-face meeting, we’ll be there for you. In addition, you’ll have 24/7 online access to account statements and progress reports, as well as website access to market updates and economic activity reports.
We manage your assets using the modern portfolio theory, which involves carefully chosen proportions of five major asset classes to balance risk and return according to your personal preferences. The asset classes are large cap, mid cap, small cap, international and fixed income.
We make tactical investment decisions based on economic trends, the macroeconomic environment (global forecasts), the geopolitical climate and the movements of the Federal Reserve. We help to manage risk through insurance and protection products that cover unexpected developments and help to ensure you achieve the lifetime goals you have for your money.