Investing is not about products, taking undue risk, the latest trend or the hottest stock. Investing is about establishing a trusting relationship with a professional and knowing that your best interests are protected.
We strongly believe that the key to successful investing is a well-designed strategic financial plan, which focuses on estate, retirement, and tax planning. The results of this plan will determine the investment structure of your portfolio. We will also conduct a thorough assessment of your current will, estate and insurance strategies.
We believe in a process that is structured, with a disciplined long-term strategy, focused on achieving our clients' objectives, while managing investment risk. Our process includes five steps:
- Take the time to really listen. In the first meeting we will collect the facts to learn more about you and your life objectives to determine your financial goals.
- Conduct a complete evaluation of your present portfolio.
- Develop a personalized investment strategy, incorporating specific recommendations
- Implement the strategy
- Monitor your portfolio on an ongoing basis, and make adjustments as necessary to stay in-line with your objectives, as well as modifying those objectives as your life evolves.
Portfolio Strategy
Each client is unique. Our portfolios are guided by each client's individual risk tolerance and return expectations. They are managed to achieve the client's desired financial targets, within the risk metrics established by the client.
Our investment management is focused on blue chip, dividend-paying equities to ensure our clients receive a regular stream of income from their investments. With a focus on high quality, established companies, our clients have the peace of mind knowing that their investments are on solid ground.
