Products & Services
Portfolio Management Services
We offer discretionary and non-discretionary portfolio management services. Our investment advice is tailored to meet our clients' needs and investment objectives. If you retain our firm for portfolio management services, we will meet with you to determine your investment objectives, risk tolerance, and other relevant information at the beginning of our advisory relationship. We will use the information we gather to develop a strategy that enables our firm to give you continuous and focused investment advice. As part of our portfolio management services, we will customize an investment portfolio for you according to your risk tolerances and investing objectives. Once we construct an investment portfolio for you we will monitor your portfolio's performance on a regular basis, and will rebalance the portfolio as required by changes in market conditions and in your financial circumstances.
We offer financial planning services which typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs. These services can range from broad-based financial planning to consultative or single subject planning. If you retain our firm for financial planning services we will meet with you to gather information about your financial circumstances and objectives.
Asset Preservation and Protection
We offer analysis of your insurance needs and will make recommendations based on that analysis. We offer life, disability and LTC insurance polices from a variety of carriers. We will help you select a product best suited to your specific needs.
We also provide the following:
- In-person reviews
- Same day returned phone calls
- Live phone greeting
- Quarterly portfolio reviews
- 24-hour problem resolution