Investment Planning and Execution

Investment Planning
As an initial step, we evaluate each client's current holdings to determine how appropriately they meet the desired objectives. These might include investments for retirement income, education, charitable or other gifts, survivor income or financial independence. Next, we establish an asset allocation policy designed to meet the client's individual needs.

Client portfolios are primarily diversified among carefully selected mutual funds, both domestic and international. Our staff also has access to high quality private account managers when this fits a client's need. Additionally, our tracking and monitoring services keep clients informed of their portfolio's rate of return and its relation to industry standard benchmarks.

"It has been said that either you work or your money works for you. Our focus is to make sure that your money works at least as hard as you do."