Services
We strive to build and manage relationships based on trust and communication. Studies have shown that clients want an ongoing relationship with a trusted professional, who can integrate their investment, business, financial and estate matters consistent with their life goals. Our services include:
PORTFOLIO MANAGEMENT
We are adherents of Modern Portfolio Theory (MPT), which holds, that asset allocation is the most important component in investment returns. Asset allocation does not ensure a profit and does not protect against losses. It is a method to help manage risk. See Our Philosophy section for more details.
INVESTMENT PLANNING
- Retirement planning
- Planning for college funding
- Financial needs analysis
- Risk management-insurance planning
- Timing strategies for maximum lifetime benefits
FOCUS ON ADVICE
- Advice that is consistent and event specific
- Advice on evaluating opportunities, benefits, costs and tradoffs
- Comprehensive process emphasizing periodic communication with the client
- We'll also coordinate and refer the client to carefully screened solutions in areas such as lending, estate planning, taxation and/or business services.
REPORTING
We leverage technology to offer clients accurate, consolidated and timely account information including
- Regular performance reports accessible via our site
- Regularly scheduled face to face meetings to evaluate the plan implementation