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INVESTMENT MANAGEMENT

Portfolio Management that Works for You.

Our investment management is not complicated, it is just meant to work.

We consider investment selection, cost, risk and return, while marrying an investment program suited to your objectives.

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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.

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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

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.

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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.

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.

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.

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.

Let's Talk

Explore the benefits of having an advisor to develop your success strategy. Schedule a Conversation Today!

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