Investment Management

We provide to our clients, professional investment management advice (including 401(k), 403(b), TSP, and 457 with your employer) that is tailored to meet your personal and unique situation.  We do not believe in "cookie cutter" or "model" portfolios.  

 Our approach  involves discussions about: 

•  your financial goals and objectives
  
•  your tolerance for risk in the market
  
•  your financial needs now and later
  
•  and a time horizon for achieving your goals.  

Next steps include preparing an investment plan with a customized investment allocation of funds.
 

Once we put your investment plan into practice, a significant amount of time will be spent continually researching your portfolio relative to the current economic and market environment and making adjustments if necessary.

Each quarter you will receive a personalized performance report.  These reports allow you to see how your portfolio is performing on an ongoing basis. This report includes a commentary written by our advisors that give you some insight on potential investment shifts based in part on changes in the global economy.

You can also see your portfolio in “real time” with our online tools.  This robust cloud based software is accessible on a PC, tablet, and Smartphone and allows you to view all your assets in one place so you can see the big picture any time you want.