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.
U.S forecasts have increased in 2021, while Europe forecasts have trimmed. Read More ›
Designed to help you navigate a year in which economic conditions may continue to improve dramatically. Similar to the markets, Outlook 2021 also looks ahead. 2021 will bring advances to further limit the impact of COVID-19 with the goal in mind to keep the economy as open as possible until then. Read More ›
Looking forward in this unprecedented time. Read More ›