Areas of Expertise

Portfolio Management

• Successful investment strategies are long term and strategic – but should be adjusted tactically based on shorter term shifts in economic cycles and market conditions.
• Diversification through asset allocation is essential to optimizing the balance between risk and return.
• Tax efficiency is a critical component of success as the return on investment after taxes is what truly matters most.
• Fee minimization through the utilization of appropriate investment securities and other investment vehicles is imperative.

We offer a comprehensive, fiduciary oriented approach to formulating a customized investment strategy tailored to your unique situation. Because our services are provided on a fee-only basis, we receive no commissions from any source, our investment strategies are 100% objective, impartial and always in our clients’ best interest.