DELIVERING CUSTOM INVESTMENT STRATEGIES THAT MEET OUR CLIENTS' FINANCIAL OBJECTIVES.
OUR
CUSTOM
PORTFOLIOS
01
Small Cap
Mid Cap
Large Cap
02
Emerging Markets
Developed International
03
Taxable Bonds
Tax Free Bonds
04
Special Situations
INVESTMENT
PHILOSOPHY
PURSUE
• Asset Allocation• Custom Portfolios
• Broad Diversification
• Tax Aware Investing
• Ongoing Review
• Long Term Perspective
CAUTION
• Illiquid Assets• Short-Term Trading
• Leverage and Derivatives
AVOID
• Complexity• High Fees
INVESTMENT
PROCESS
01
Review Current Circumstances, Clarify Objectives, Determine Appropriate Risks Tolerances.02
Determine Appropriate Asset Allocation.03
Customize Portfolio Investments To Meet Clients' Specific Situations.04
Purchase Securities And Implement Investments Plan.05
Actively Monitor Investment Performance.06
Re-balance As Needed.