Our first priority in portfolio management is getting a grasp on your current situation and long term goals. Together, we develop an Investment Policy Statement outlining your objectives for investment, risk and return expectations, and any other considerations you may require.

After analyzing your current portfolio of investments, we suggest a strategy that will meet your needs. We implement this strategy as efficiently as possible, considering expenses and any tax consequences of any proposal we offer.

Moving forward, we continuously monitor your portfolio through its characteristics and patterns. We will suggest or make adjustments as needs or opportunities arise, and keep you up-to-date along the way.

Finally, we perform ongoing research on the overall economy, markets, and specific investments to enable us to make informed decisions regarding your particular portfolio.