We take a one-on-one approach and put you at the center of a disciplined investment process. Next, we will formulate a financial strategy designed to meet your investment objectives within the constraints of your risk tolerance, liquidity needs, and time horizon. Once we have established this framework, we will invest your portfolio in securities that align with and support your strategy.
Finally, on an ongoing and continual basis we will review your progress and make adjustments as needed.
Finally, on an ongoing and continual basis we will review your progress and make adjustments as needed.
Services
Our firm uses fundamental market research to identify and select attractively priced securities. To reduce risk, we diversify across economic sectors and avoid taking concentrated positions. At times, it may be more economical to use low cost, commission free, exchange traded funds (ETFs) rather than individual securities.
We can model your expected cash inflows (e.g., savings) and cash outflows (e.g., retirement living expenses) to find the right mix given historical market returns and inflation. U.S. tax law treats capital gains, interest payments, ordinary dividends, qualified dividends, and returns of capital differently.
You've worked hard to build your business. It is equally important to save for retirement and help your employees secure theirs. Whether you are a one-person firm or the owner of a company with a small number of employees, an effective retirement plan offering, such as a 401(k) plan, can be beneficial to you and your employees.
