Investments
We manage
"serious money" for investors. To us, "serious money" is money that
people know has to be there. We take care of your money in
such a way that you get a decent return over time, but are protected
from devastating losses so you won't run out of money during retirement.
Our
customized approach
to managing money and providing financial planning advice allows you
to pursue your life ambitions based upon the knowledge that we are
looking after your money as though it were our own.
We outsource
research on investment strategies and economic fundamentals, as well
as immerse ourselves in similar data. Our investment of time
and money creates a system of checks and balances, and helps us to
make fundamentally sound investment decisions for each of our
clients based on their specific needs.
To achieve the appropriate level of diversification, we engage our
clients in extensive discussions regarding their short, mid and long
term needs and goals. Once we are on the same page with the
client, we create a diversified portfolio comprised of exchange
traded funds, mutual funds and individual securities in the
following asset classes:
• 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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