Services Provided

Portfolio Management, Tax Strategies, Retirement Planning

We begin each new client relationship with a thorough risk analysis, which we have found to be the single most important contributer to long term satisfaction with portfolio management.  Next we prepare a thorough evaluation of your current holdings, compare them to our strategy to determine current income and risk divergences from our benchmarks.  We will outline our buy-sell recommendations free of charge and if you decide to engage us as your advisor, we will prepare an investment policy designed personally for you.  Upon your approval of your investment management documents we will immediately begin rebalancing your portfolio, strategically planning each change depending on current market conditions and our near term forecasts.

You will find us available any time for conferences and updates and we will formally review your portfolio with you at least quarterly. Based on your investment goals, we expect to make significant modifications to your portfolio on average 2 to 3 times a year.  

Disclaimer: Investing involves risk including the potential loss of principal. Please note that rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability. Investment strategies, such as rebalancing a portfolio, cannot guarantee a profit or protect against loss in every market environment.