INVESTMENT MANAGEMENT
Portfolio Management that Works for You.
Our investment management is not complicated, it is just meant to work.
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We consider investment selection, cost, risk and return, while marrying an investment program suited to your objectives.
INVESTMENT MANAGEMENT
Our investment planning starts with you. We get to know your situation, your needs and your expectations. Then we build a customized portfolio for you.
INVESTMENT MANAGEMENT PROCESS
Asset Allocation
Diversification
Domestic and International Investing
Investment Costs
Company Selection
Risk Analysis
Tax-Efficiency
ESG Investing
Annuities and Fixed Income Investments
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INVESTMENT CONSIDERATIONS
Your Goals and Objectives
Your Experience with Investing
Establishing the Right Level of Reserve
Model Portfolio and Product Selection
Understanding Risk and Return Needs
Tax Management
Your Income Needs
INVESTMENT MANAGEMENT
Utilizing time tested investment strategies, our process is designed to meet your unique investment objectives over your lifetime.
INVESTMENT MANAGEMENT FACTORS FOR YOU
WE ARE A FIDUCIARY - We are legally required to act only in your best interest at all times.
WE ARE FEE-ONLY ADVISORS - We do not sell products nor earn commissions. Therefore we have no incentive to sell you anything.
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WE SEEK TO UTILIZE LOW COST INVESTMENTS - We seek to keep the cost of your investments to a bare minimum. Avoiding investments with excessive management or transaction fees, sub-advisors, 12b-1 fees, and other fees that affect your returns.
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WE ARE PROACTIVE - When markets are volatile, when getting closer to goals and milestones, when news effects one of your portfolio positions, and at regular intervals. We take pride in reaching out to you to greet you with the news on how we are progressing toward your financial goals.
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WE BELIEVE IN OUR COUNSEL - Our experience and relationships with industry experts keep us abreast of the changing investment and financial planning landscape. This allows us to put effective strategies into practice on behalf of our clients that rely on our guidance.