Who We Are
How We Work
How We Work
Knowing where you are today makes it easier to imagine the possibilities for tomorrow.
Our world is changing at a rapid pace and evolution is becoming revolution in the investing world. Smart investing is active investing. It is our job to stay on top of the markets, so you don’t have to. We are constantly looking for innovative and intelligent ways to build portfolios and to tap into future opportunities. While forward thinking, we still ascribe to the philosophy of traditional Modern Portfolio Theory, balancing risk and return with a diversified approach.
Our process begins with knowledge. This comes from myriad sources; every conversation we have, every article we read, every expert we listen to, provides us with useful data. We complement this knowledge with intuition and experience to create discretionary models and customized portfolios tailored for you. The result is investment plans that are well researched and adaptable.
Our responsibility is to know you, what you value, how much risk you are comfortable with, and how you see the world. Together we will choose a model that best reflects your needs, or we will collaborate to create a portfolio that is personalized to you. We are committed to regularly engage with you to review performance and the suitability of your investment plan. Your financial independence is our success.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
It begins with your own well-being and extends to benefiting the future of your community and planet.