Investment Approach
About Investment Approach
We develop a customized investment approach for each client based on frank discussions regarding short-term goals and long-term vision, cash flow needs, tax situation, and retirement targets. Each client’s personal risk tolerance is then evaluated. Once we arrive at an agreed upon investment strategy, we then design a diversified portfolio to meet the client’s financial goals for both short and long term objectives. Finally, each customized portfolio is monitored and reviewed on a regular basis, and adjustments are made as often as necessary.
Taxes, fees and poor diversification can eat away at your returns. Far too many people ignore the impact these factors can have on investment growth. We don’t.
Our approach
Our financial professionals collaborate with you on the design, implementation and on-going management of your customized wealth management plan.
Asset Management
Proper asset allocation and diversification between equities and fixed income will be based on each client’s financial goals and objectives, as well as personal risk tolerance.
Preservation
Preserving capital is a key component of our asset management approach. Where the primary goal is to preserve capital and prevent loss in a portfolio, this strategy necessitates investment in the safest short-term instruments.
Growth
Portfolios designed for capital appreciation and long-term growth typically use equities as the primary investment vehicle. We have some a-typical solutions as well.
Security
If the primary investment objective is secure income flow and asset preservation, usually fixed income products are used in proper combination.