• Portfolio Management

First and foremost, we want to understand your wants and needs for retirement, income, college, or other personal and/or aspirational goals.

Our philosophy is "Control what you can and plan for what you can't."  Your financial plan provides a blueprint from which your investment strategy is built.  While short-term market fluctuations will occur, trends take time to form.  Our goal is to take advantage of those trends in the market & economic cycles.

Once you engage us for portfolio management services, we can help you by:

  1. Helping you develop an investment policy, given your circumstances and preferences, to pursue risk-managed growth over the long term;
  2. Identifying & implementing strategies to meet your criteria; 
  3. Communicating with you on an ongoing basis to keep you informed of observations on the market & economy; 
  4. Evaluating  your progress periodically, using both quantitative and qualitative methods.

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