INVESTMENT MANAGEMENT

In our view, given that each person, family, or company’s needs, perspectives, goals, and risk tolerance are different, the only way to provide investment management services is by tailoring unique solutions for each client.  There is no one size fits all based on age, stage in life, or other measures that many of us often see or experience.  Moreover, the investment management must fit into the other parts of a client's financial picture.
 
The tools that we use to provide these unique solutions for our clients include the items below.  Selection of any of the investments below will consider our perspectives, the client's needs, economic cycle, type of investment account, time horizon, risk tolerance, tax consequences, prospects of the company, sector, etc., and where they fit into a client's financial picture.

• Active and Passive Equity Mutual Funds and Exchange Traded Funds including:
  • Sector specific funds
  • Geographic specific funds
• Individual Stocks
• Closed End Mutual Funds
• Preferred Stocks
• Fixed Income Mutual Funds
• Individual Bonds

In addition to the items above, we work with our clients to help them research and due diligence investments in other assets including – annuities, insurance, real estate (both individual investments and investments in partnerships), private equities, etc.

FOR MORE INFORMATION

If you would like to discuss partnering with us, please fill out the form below and one of our staff members will get back to you.