Investment Management

We help clients align their financial goals with the bigger picture of what they want out of life, and then we develop personalized investment strategies that help them achieve it. We research, design, build, and manage our clients’ investment portfolios with each individual’s personal risk tolerance and opportunities to harvest tax losses in mind. Stocks, bonds, cash, annuities, real estate investments and more are all on the table as we evaluate asset allocations that make the most sense for you.

As we construct your investment portfolio, we’re mindful of the risks many investors face: 

• Not having money invested in the right places (improper allocation)
• Lack of regular rebalancing to maintain proper allocation
• Owning too much of the same thing (overconcentration)

 As we all know, the stock market is prone to fluctuations, and market volatility can cause some investors concern. So, another important role we play is keeping you focused on the long-term goals, the strategies of your unique financial plan, and the potential consequences of making knee-jerk, emotional reactions to market ups and downs.