Investment Approach

What is the key factor affecting investment portfolio performance? We believe it is not what you own or when you buy and sell. It is how your assets are allocated among investment classes. 

This is why we use an open architecture portfolio management approach to inform our portfolio allocation decisions. It provides a framework for us to apply both the art and the science of portfolio design to each individual client.

So whether you are risk-averse, opportunistic or in between, we help you arrive at the asset allocation that we believe will provide investment performance consistent with your needs and goals.

Diversification and asset allocation do not guarantee a profit nor protect against loss in a declining market. They are methods used to manage risk.

Client relationships are our business, and each client is truly unique.

We devote our time to you. We want to know who you are and what you want. What means the most to you? What dreams would you like to see fulfilled? How do you see money, and what should it do for you?

Our team builds trust with you by creating a long-term relationship. We stay in touch, we follow up, we follow through. We are proactive, responsive and caring.

In every decision, our first question is "What best serves YOU?" We thoughtfully and capably serve you and provide guidance as you consider some of the key financial decisions in your life.