Investments

We manage "serious money" for investors.  To us, "serious money" is money that people know has to be there.  We want to take care of your money in such a way that you get a decent return over time but are protected from severe losses so you won't run out of money during retirement. 

Our comprehensive approach to managing money and providing financial planning advice requires us to seek research from an independent source. Outsourcing this function to a well known firm within our industry enables us to spend more time working directly with you in a collaborative effort to solve your overall financial concerns, as well as tapping into important investment information not readily available to most investors.

Once investments are selected, we monitor performance as it relates to appropriate benchmarks, peer group performance, and client expectations. The research firm monitors the investment firm’s employee turnover, firm growth and strict adherence to portfolio processes on a continuous basis.

To achieve the appropriate level of diversification, we create an overall portfolio mix from a broad array of investment strategies, including:

• Tax-exempt fixed income
• Short duration fixed income
• Core fixed income
• High yield fixed income
• International fixed income
• Large cap U.S. equity (growth and value)
• Small/mid cap U.S. equity (growth and value)
• International equity
• Real estate (via mutual funds and direct participation programs)
• Commodities (via mutual funds)

Special emphasis is placed on minimizing tax liability in taxable accounts.

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