Investment Management

Managing investments is one of the most important pieces when implementing a financial plan. We create an investment strategy that matches your risk tolerance as well as your unique personal situation. Our investment philosophy is based on an asset allocation approach, which is monitored and adjusted as the market and your situation changes. This strategy is not for someone who wants to "play the market", but is appropriate for those with a long-term focus.

Because of our independence, we have the ability to offer our clients among the top investments we can find without any pressure to promote proprietary products or strategies that exists when some firms represent the buyer and the issuer of securities at the same time. Our clients are our only employer. We have the flexibility of offering our investment management services on either a fee basis or a commission basis. Our job is to educate you on the advantages and disadvantages of each management strategy.

Reviewing charts during a meeting


Depending on one’s individual situation, a commission-based/ fee based account may not be suitable for all investors. Speak with a Financial Advisor to determine the most appropriate financial account for you, given your financial circumstances. There is no guarantee having a commission-based or fee-based account will outperform the other. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.