Investment Management

We go to great lengths to tailor your investments to your goals and overall financial game plan. By getting to know who you are and what you are trying to accomplish, we can align your investments appropriately. Through a combination of state of the art risk assessment tools and understanding your situation, we'll customize a mixture of products to help meet your goals.

A customized approach

Each of our wealth management clients have their own unique set of circumstances and goals. Because we are an independent advisory firm we are not confined to a specific set of products. Our wide variety of investment platforms gives us the ability to pivot quickly and adapt your plans to changing circumstances. This provides our clients with a high level of confidence that their portfolio is being managed in their best interest.

We only look for the products that best fit your goals and are not limited by a corporate structure to use any proprietary funds or solutions.

Our investment management services include:

Asset allocation
Financial statement analysis
Portfolio strategy and implementation

Our investment philosophy

Our initial discussion with clients always includes the issue of risk tolerance. Walking our clients through this discussion includes utilization of Riskalyze, a sophisticated technology that quantifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Curious about your risk number? Take the quick assessment below.

Our risk assessment process

Step 1 - Defining your Risk Number.

The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.

Step 2 - Aligning your portfolio.

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

Step 3 - Defining your retirement goals.

We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll better understand what we can do to increase the probability of success.