INVESTMENT MANAGEMENT

We have one objective in mind when managing our clients’ investments: to ensure every single dollar in their portfolio is optimized. First, we thoroughly diagnose our clients’ risk tolerance, time horizon and tax status. We then craft the portfolios with the goal of maximizing their returns for the amount of risk that is appropriate for them while also being tax-efficient. We constantly monitor the portfolios while keeping an eye on the markets. We are not market timers but will tactically make changes as we see fit to ensure our clients are always positioned as best as possible. Any recommendations or changes we make are always in our clients’ absolute best interest and we commit to being held by that standard as fiduciaries.