Our Process

We believe that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. Once we have a clear idea of your current financial situation and goals, we can then build a custom plan based around your individual needs. We follow several principles when investing a client’s funds:

1. A portfolio should directly reflect your own individual set of goals, risk tolerance and time horizon.
2. You should seek the minimum level of risk for a specific level of return.
3. Asset allocation and diversification strategies reduce risk while enhancing potential for return.

We know your investment portfolio is more than just dollars and cents to you. That is why we take the time to learn what your unique objectives are for your wealth. Whether you are conservative or aggressive, accumulating or preserving, or someplace in between, we take into account your entire financial picture to help build the best plan for you. As a boutique firm we are able to work with each client on an individual basis and manage their funds like we do our own; with sound, unbiased advice.

Ongoing investment management is done on a fee only basis and we implement a low cost investment approach to our portfolios.