Investing is incredibly complicated—particularly in today’s world, where there are more ways to invest and markets are more global, and often more volatile, than ever before. Yet, growing your investment portfolio and minimizing risk is an essential factor in your long-term financial success.
We develop an investment plan with you and make the initial investments. Then we monitor your portfolio, adjust the positions to reflect market conditions and rebalance it as needed to maintain the desired asset allocation. We’ll also take care of your account service requests, including money transfers, direct deposits, charitable donations, estate plan and beneficiary designations, determining insurance coverage needs, debt-management decisions and planning for education expenses, Social Security, and elder-care decisions.
We report your returns along with the relevant investment benchmarks so you can see at a glance how you are doing. We regularly review with you the growth of your investments within the context of your personal goals.
Contact us if you'd like to set up an initial consultation, or read more about our investment management style and strategy.