Investments & Portfolio

Investment Advisory & Portfolio Management Services

Serving as your trusted avdisor, we are a fully independent firm, which means we act in your best interest— without any pressure to promote a particular strategy or investment product.

Our Fee-based investment advisory services include services such as risk assessment, portfolio development, management, asset allocation, and ongoing monitoring.

Investment Advisory Service Process

• Meet and discuss your personal/family needs, goals, and priorities
• Determine financial objectives, including time horizon, risk tolerance, and asset allocation
• Portfolio construction and management
• Provide objective investment selection
• Recommend portfolio allocation
• Access to a wide universe of investments including individual securities, mutual funds, Electronic Traded Funds (ETF's), alternatives, etc...
• Monitor portfolio and contrast to market conditions
• Rebalance and reallocate account holdings as needed on a discretion
• Monthly reporting and tax reporting
• Regular portfolio review meetings
• Online account access