Investment Advisory

As an independent Registered Investment Advisor (RIA), we are uniquely able to create a customized investment portfolio designed to meet your needs, free from conflicts of interest.

We will work with you to create an approach aimed at addressing your specific financial situation and short- and long-term financial goals. We will take the time to understand your personal needs, desires, and risk comfort level (or risk tolerance). Then, with your complete financial mosaic in mind, we will build a portfolio that considers all of your goals, cash-flow requirements, tax implications, and wealth-transfer strategies. Once your portfolio is in place, our team will consistently monitor performance with an eye toward your overall objectives, suggesting shifts in the strategy when necessary.

Our investment management services include:

• Investment portfolio inventory & analysis
• Risk tolerance & financial personality assessments
• Asset location, allocation, and optimization
• Alternative investment strategies and consultation
• Performance reporting
• Portfolio review and monitoring
• Strategic and tactical rebalancing