What We Do

  • Listen to you and ask questions until we understand fully what is important to you and what you wish to accomplish.
  • Evaluate your financial goals, risk tolerance, time horizons, liquidity, income needs, and other pertinent information.
  • If applicable, evaluate your current portfolio to determine which investments are suitable based on your specific parameters and competitive alternatives.
  • Design and implement a portfolio tailored to your particular guidelines.
  • Monitor your investments on an ongoing basis.
  • Make specific recommendations regarding adjustments to your portfolio based on our best professional evaluation of changes in your personal situation and economic and market conditions.
  • Provide you with an implementation schedule for our recommendations as assurance that every strategy you choose to implement is accomplished.
  • Coordinate your legal and tax work among your various advisors or refer you to attorneys and CPAs.

What We Will Not Do

  • Provide legal or tax advice.
  • Guarantee a rate of return or against loss of principal.
  • Avoid your questions.

What You Will Receive

  • Quarterly Portfolio Performance Reports.
  • Our weekly “Market Commentary” if e-mail provided.
  • Specific allocation recommendations, as necessary.
  • Specific security recommendations, as necessary.
  • Reviews as required to be sure you are on track to achieving your objectives.