- We are an independent registered investment advisory firm.
- We are fee based.
- All of our investment portfolios are managed in-house.
- We are focused on risk management.
We not only take the time to fully understand your financial needs and investment objectives, but we also spend a considerable amount of time educating our clients on the investment strategy being employed in their portfolio, the risk/reward trade-off of each investment holding, and the performance of their portfolio versus the applicable benchmark.
We initiate and conduct regular, ongoing investment review meetings. These periodic meetings allow our clients to understand how their assets are being managed and it also provides us with the opportunity to assess if there have been any changes in a client’s circumstances that would prompt us to change the asset allocation of their investment portfolio.