Investment Management
Where quality research, disciplined process and an understanding of your needs coalesce into a portfolio process designed uniquely for you.The portfolio process is about more than just balancing growth, cash flow needs and risk. It’s about helping you understand the “how and why” of investment savings and distributions across your lifetime.
We Lean on Industry-Leading Research
A few minutes watching any news station is enough to remind us that the domestic and global stages are constantly changing.
With high-quality research at our fingertips, we stay continually up to date on how the global investment landscape is evolving. As a team, we filter which information is relevant to long-term strategic adjustments.
Between our radio show, podcast and routine client meetings, we help you stay in the know and alert you personally if a tax or estate law change impacts your situation.
Strategic Asset Allocation Focus
100 years of investor performance data and academic research deliver a consistent message: long-term investor success and short-term market timing very sparsely meet. There’s an industry-saying: “Time in the market nearly always beats timing the market.”
Prudent investing involves a thorough planning process followed by the deployment of a long-term investment strategy. We’ve enjoyed long bull market times and weathered bear market times with clients.
Each market has a way of inviting harmful investor decision-making and our role is to help you stay on the path or make the right adjustments for your needs.
Low Cost, Broadly Diversified Funds
To achieve the broader strategic asset allocation, we use an array of lower-cost, high quality, broadly diversified funds. We live in an age where broad exposure to markets all over the world has never been less costly and more accessible.
These funds can help even a small and mighty portfolio gain exposure to markets across the globe and achieve diversification in fixed income/bond holdings that might otherwise be impossible, or too costly.
