Our Process

Portfolio construction stresses diversification across all asset classes and styles. It also stresses quality investments and perhaps most importantly, it stresses the importance of seeking to reduce risk more than it stresses maximizing returns. Portfolio maintenance requires ongoing communication with the client, periodic adjustments to the plan and rigid adherence to the investment strategy

We are confident our clients will consider our compensation to be a great value for the services and advice we provide. We are not stockbrokers, day traders or market timers. We do not strive to be all things to all people, but we do want to be all things to a select group of clients. We are financial advisors assisting clients with all aspects of their finances.

 

 

Diversification and asset allocation strategies do not assure profit or protect against loss