Investment Management

Investing should have a purpose. We take the time to learn about your unique financial situation to find out what is im­portant to you. We explore your goals, your needs, and your reasons for investing. Then we create an investment strategy that can meet your short and long-term needs.

We enforce disciplined, long term, asset allocation strategies. Our clients are investors, not speculators. We prefer to own high quality investments that give us the best opportunity to ride out volatility in the short term. We recognize that risk and return are related and proper diversification helps us minimize risk while enhancing returns.

We also believe that maximizing returns starts by minimizing costs. That is why we are proud to be among a select group of advisors with access to Dimensional Fund Advisors, offering smart, low cost, institutional-level investment solutions to individual investors.

Once your plan is implemented, the investments are continuously monitored and adjusted to keep the portfolio in line with your investment objectives and on the path to achieving your goals.