Portfolio Management–
Take Control of Your Wealth

“WHAT ABOUT the things that keep me up at night? Like will my family be secure even if the market isn’t?” Once we have created your comprehensive financial plan, we begin our rigorous portfolio management process.

First, we customize a portfolio strategy based on your plan, focusing on long-term returns while being keenly aware of short-term market volatility (which can be hard to predict) and the fundamental relationship between your potential risk and reward. In developing your investment strategy, we take into account a number of factors including your investment goals, time horizon, liquidity needs, risk tolerance, tax impact, economic conditions, and international exposure.

Our investment strategy and distinct investment philosophy are based on a custom asset allocation model that spreads your risks over principally four asset types: fixed income securities, real estate investment trusts (REITs), U.S. equities and international equities .

Then, we help you choose from a wide range of investment options. Since we are independent, we are free to consider all of the thousands of investment alternatives available today — and tomorrow.

Once your portfolio is invested, we provide Financial Concierge Services to help you manage your assets — and perhaps something even more valuable — your time.