Portfolio Management

As discretionary portfolio managers or by working with select managers, we tailor your portfolio using a broad array of asset classes and investments to match your objectives and risk profile, helping you take advantage of opportunities in the market and offer protection in times of volatility. The investment vehicles we use for our client’s may include: stocks, bonds, ETF’s and mutual funds.

You hire us to maximize the probability of achieving your financial goals. We do this by constructing portfolios that have the highest possible return with the appropriate level of risk based on your needs.

As we implement your investment strategy, we communicate regularly, track performance and make adjustments as needed for economic conditions and any life changes.

We are mindful of taxes generated from your portfolio and look for opportunities throughout the year to maximize your after-tax yield.