Our Approach
We understand that our clients have their own unique needs and objectives and believe that are best suited by having us manage customized investment portfolios for them. In this regard our firm does not utilize model portfolios as we are proponents of an individualized money management approach.
We manage money in a disciplined and opportunistic way particularly in volatile times, as we do not believe it’s possible to time the market.
Keeping your investment costs low and utilizing tax efficient investments and strategies whenever possible means more of your money is compounding for you. Investment products with high fees make it more difficult to achieve successful financial outcomes.
While overall we favor a buy and hold approach, we rebalance client portfolios on a consistent basis based on a variety of factors. In this respect our firm constantly monitors your account to give you the attention you deserve.
We further ensure that we are aligned with our clients by investing our personal monies in the same investments and strategies that we use for you.
We believe that portfolio diversification is the best way to achieve long term financial success while also striving to minimize volatility.
