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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