Our Investment Management Service brings institutional-quality investment management to the individual investor. We begin by listening very carefully to you. What are your priorities and concerns? What are your future spending needs? Where do you see yourself in five, ten, or twenty years? Our aim is to design an optimal strategy for growing and protecting your assets tailored to your specific goals and aspirations.

Based on this fact-finding session, a personalized financial plan is prepared. After further review to refine the recommended strategies, the plan is implemented. You are assigned a personal Client Service Representative who remains actively involved with you and ensures that your financial plan operates smoothly and efficiently. Your portfolio is reviewed on a regular basis. If necessary, the asset allocation is adjusted at least annually to maintain proper balance and diversification.

Investment portfolios are structured using a combination of mutual funds and/or individual stocks. Exchange-traded funds are also used in selected cases. Taxable and tax-deferred accounts are carefully coordinated to ensure appropriate overall balance and diversification. For taxable accounts, tax-minimization strategies are used to reduce investment tax liabilities.

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