Asset Management & Investment Strategies

Asset Management and Investment StrategiesYour 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.

 

Tax Planning
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.