If you’re a typical investor, the media has a large impact on how you feel about your investments on a daily basis. We will work with you to create an investment plan that removes emotion and focuses on the task at hand while staying flexible.

We approach investment management in three layers.

  1. Goal and time horizon: What is the goal for the funds and when is the money needed? This simple question will help us determine what is most appropriate for you.
  2. Ability to take risk: You may be willing to take risk, but are you taking the appropriate amount? We will help you take appropriate risk to achieve your goal.
  3. Asset Location: Not all accounts should hold the same investments. In real estate, the location of a home is equally important as the home itself. The same concept applies to investment planning, the location of an investment is just as important as the investment chosen.

We will create an investment plan that efficiently addresses your goals.

Does My Portfolio Fit Me?