We begin each relationship with the recognition that every client is a unique human being, with their own personal needs, hopes, dreams, and life situations. From there, we can start to build an investment plan and portfolio that reflects this individuality, supported by these core principles:
We’re all about your bottom line. We strive to protect you from unnecessary costs like transaction fees and fund expenses. We also recognize the importance of tax expense, and incorporate an in-depth understanding of tax impacts into your investment plan.
We believe in balance. A plan with a strategic blend of domestic and foreign stocks, bonds, cash, and other investments reduces risks to the value of your investments, while giving your portfolio ample opportunity for growth.
We don’t focus on passing fads, short-lived trends, or what every other advisor is doing. We concentrate on what really matters when developing your asset allocation plan – the facts about markets and valuations.
The reality is, the market will never be 100% predictable. We work with you to outline a strategy for achieving your long-term financial objectives, while being prepared for any unexpected events that could affect the value of your portfolio.