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Portfolio Management

When developing a personal portfolio, an investor must take the following items into consideration:

  • Personal Objectives
  • Time Horizon
  • Tax Position
  • Balance Sheet Liquidity
  • Pain Threshold
  • Unique Considerations

With almost $500 million in assets under management, our disciplined investment philosophy has helped individuals create financial plans that seek to build and maintain wealth to achieve personal financial objectives.

Our investment management services focus on the design and management of investment portfolios matched to the return objectives and risk tolerance of our clients. Emphasis is placed on broad diversification within asset classes, fundamental analysis of investments, and the minimization of taxes and transaction costs.

The actual management of new investment accounts is driven by each client's unique Investment Policy Statement, which is developed jointly with the client prior to investment implementation. The Investment Policy Statement specifies the objectives and risk parameters for the portfolio and defines the types of securities or investments to be used.