Constructing Your Portfolio

We offer discretionary portfolio management services. Our investment advice is tailored to meet our clients' needs and investment objectives. We will meet with you to determine your investment objectives, risk tolerance, and other relevant information. We will use this information to assist you in choosing an equity investment strategy and an asset allocation model (mix of stocks, bond mutual funds, exchange-traded funds and cash) that meet with your needs.

We offer three equity strategies and multiple asset allocation models. We believe that you will find that one of these choices will meet your investment objectives. If not, we can discuss ways that we can customize a portfolio to better meet your needs.

Portfolios are rebalanced periodically. Comprehensive performance reports are provided on a quarterly basis. Periodic meetings with clients are encouraged.