Investments Approach
TAKING THE LONG VIEW
You’ll have the benefit of expert investment strategies built specifically around your needs and goals, as well as access to a range of diversified investment options.
We’ll guide you through a comprehensive financial profile to determine your:
01 Long-Term Goals →
02 Time Horizon →
03 Income Needs →
04 Risk Tolerance
Based on what we learn about you, we’ll create a personalized investment plan with a long-term focus to help you make smart decisions without reacting to market conditions.
OUR PORTFOLIO MANAGEMENT APPROACH
We are investors, not traders
We design portfolios that are customized to your goals and financial plan – not cookie-cutter allocations developed by a third party
We believe in using individual stocks in some asset classes like Large Cap rather than all Mutual Fund or Exchange Traded Funds (ETF)
We utilize a 12-factor selection process to identify companies
Employ time weighted asset allocation to develop portfolios based on your targeted retirement date
Rebalance proactively to help limit emotions as it relates to decisions behind investing
Develop plans that use strategic distribution planning including tax diversification and tax loss harvesting