Given the strong bond between investment strategy and your financial plan, we offer investment management services as part of comprehensive planning and never as a stand-alone service.
A well-constructed financial plan is what drives your investment strategy. Our focus as your advisor is to help you accomplish your life’s goals as a person, not just as an investor. The success of your investment strategy should be measured by the attainment of your long-term objectives, meaning the real benchmark is really your lifestyle, not a market index.
The core of our investment philosophy involves determining an appropriate asset allocation and then making tactical shifts as needed. Allocation and security selection decisions are made in-house by our investment committee. Our personal portfolios and company retirement plan are built with the same investments we recommend to our clients.