Investment Management & Financial Planning

We conduct an in-depth review of your personal values, motivations, finances, investment and business affairs to develop a plan that is customized to your life. Integrated and long-term planning is key

Asset and liability assessment

Portfolio analysis and investment education

Lifestyle cash flow planning

Retirement planning and insurance review

Advice is personalized to You

No two investors are alike, and we believe the portfolio should reflect that. We design and manage customized portfolios, adjusting for changes in family and business circumstances. Whether you’re still working and saving, or focused on your well-deserved retirement, my customized strategies are developed to meet your unique needs across all major asset classes ensuring your legacy for the future.

The true value of a financial advisor often manifests itself as being behavioral investment counselors. Towards that end, we are here to help bridge the behavior gap – the difference between returns of an investment versus the returns of the average investor. This gap exists because of the all-too-human tendency to allow emotions to overwhelm rational thinking when making investment decisions.

Investment Management

We choose to place asset allocation as the centerpiece of our investment process. Our decision-making framework is focused on long-term investment policy actions which extends beyond traditional asset classes of equities and fixed income, and into different geographies, strategies, risk factors and investment styles.

A bias towards equities can increase returns, while diversification is used to reduce risk. Two of the central tenets of our investment management process are portfolio construction and risk management. We believe that thinking and acting for the long-term is paramount; this idea is at the heart of our client service and asset management program.

Behavioral counseling, a balanced investment plan and consistent communication are the tools we employ to help our clients leverage time to their advantage.

Risk Management

While the long-term is the only time frame that truly matters, we recognize that organizations and individuals are forced to make financial decisions in the short-to-intermediate term. This is why we created a proprietary risk management strategy to ensure that investors can handle periodic volatility without abandoning their investment plan.

Our goal with this strategy is to provide a diversified return stream across different market environments, encourage positive behavior, allow our clients to endure severe market disruptions, reduce volatility and eliminate the risk of making poor decisions in the heat of the moment by using a rules-based approach.

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