Our team of investment professionals construct portfolios designed to meet client’s specific financial challenges and life goals.
With hundreds of investment products to choose from, we use a number of different criteria when implementing a thoughtful due diligence process. This will include but not limited to:
Although there is no guarantee of success, investments in the portfolio will be prudently diversified using assets allocation methodology. Assets will be invested in a combination of passive and active management styles. Portfolios may include, but not limited to: Individual Equity Securities, Mutual funds, open and closed ended, Managed Futures, REITS, ETF’s, Limited Partnerships, Annuity Contracts and Cash Reserves.
Benchmarking: We have shifted investment focus and satisfaction from benchmark comparisons to outcome-based portfolio construction. As a result, we benchmark against progress towards each client’s specific goals.
Review, Monitoring and Rebalancing: We meet with clients on a regular schedule to review life needs and financial goals to ensure the portfolio continues to address current objectives. Additionally, our investment team continuously reviews positions and manager to ensure the portfolio continues to address client needs.
Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC announced its annual research publication, Outlook 2019: Fundamental: How to Focus on What Really Matters in the Markets. The report contains investment insights and market guidance covering 2019. Read More ›
Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases) and dividend payments. Read More ›
Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? Take this quiz to learn more. Read More ›