Staying Disciplined
We believe in taking a disciplined, long-term approach to investing. Research shows that a prudent investment strategy focuses on long-term investing because volatility is greater over short time periods. Remaining committed to the strategy that we identify and agree on together, you stay focused on your future goals with less worry about daily fluctuations in the market.
Diversification
While not a protection against loss, diversification between stocks and bonds, as well as different asset classes, can help manage risk by dampening volatility within a portfolio.* We use diversified portfolios to help you stick to your long-term strategy, so you are less likely to react to market swings.
Experienced Team
Experienced TeamWe partner with an experienced investment team that uses their specialized knowledge to identify and select investment managers through a stringent due diligence process. This team designs portfolios with an eye on asset allocation, investment selection, risk level and ongoing management.
Fee-Based Advisors
Fee-Based AdvisorsWe offer fee-based advisory services, so clients pay a set fee determined by the assets we manage for them. We don’t earn commissions or have proprietary products to sell, so you can be confident that we’re offering recommendations based on what we believe is right for you.
*No strategy, including asset allocation, assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against loss.