Your investment portfolio is the single most important element of your financial plan. Our goal is to construct a portfolio designed to achieve your financial objectives while assuming no more risk than necessary. Our asset management services consist of:
- Conducting in-depth discussions on your expectations and risk tolerance.
- Developing portfolio recommendations designed to conform to your individual needs.
- Recommending an appropriate allocation of your assets.
- Selecting appropriate securities and investing your assets.
- Monitoring portfolio performance and providing a detailed quarterly performance report.
- Regular meetings to review your portfolio.
- Recommending any necessary changes or adjustments in your asset allocation or portfolio.
Your portfolio succeeds for you when it contributes to the achievement of your financial goals – our primary objective is to help you meet these goals.
Strategic tax planning is a year-round process. Strategic planning for reduction and/or deferral of taxes is a cornerstone of our financial planning process. Through a proven professional teamwork approach, we offer a comprehensive tax planning solution.