Portfolio and Investment Strategies
Strategy not Selling.
Funny thing happens when we’re not locked into selling products. We can make recommendations that are right for you not for a brokerage firm’s bottom line. With a focus on financial planning and private wealth management, we rely on a wide range of research and investments. With this freedom, you benefit from a strategy based entirely on your financial goals.
It begins, as it should, with research and data gathering. Then, in daily team meetings, we share findings in a bullet point fashion, discuss their implications, conduct analysis, and brainstorm. Unlike most advisors, we don’t outsource our portfolio strategies. Instead, our hands-on approach removes the filters and biases of others, ensuring that portfolio decisions reflect your financial blueprints.
Financial freedom doesn’t happen overnight. It’s not the short-sighted thinking of tactical selling or preset sell indicators. Instead, it’s step by step, year after year. That’s the only way to build wealth and preserve it, whether it’s amassing a portfolio or generating income.
At the same time, we grow assets through long-term strategic allocation, making prudent adjustments to your portfolio as new circumstances arise. But, regardless of what shifts take place in your portfolio, we always measure success by the financial blueprint created at the beginning of our relationship.
Declare Your Independence.
It’s simple. The more financial security you enjoy, the more choices life has to offer. So think of your financial plan as your Declaration of Financial Independence from the chaos of the economy and from the unexpected. Instead of worrying, move confidently towards your cherished goals in life with us at your side. It begins by contacting us here.
Portfolio Strategies Services
- Equities & ETFs
- Corporate & Municipal Bonds
- Mutual Funds
- Precious Metals
- Alternative Investments
- Fixed and Variable Annuities
- Investment Advisory Services / Fee Based
- Comprehensive Reporting
- Stock Option Evaluation
- 401(k) Education & Evaluation
- Institutional Asset ManagementFixed Income Strategy
Note: Investing involves risk including potential loss of principal. No strategy ensures success or protects against a loss.
As a fee-based firm, we earn our money by helping you succeed.
Your goals and priorities are yours alone. Our financial planning process creates a blueprint to support your long-term financial independence.
Your unique needs call for individualized investment expertise. Because our team of portfolio specialists are in-house, the decisions we make reflect your financial plan.
We help our clients with all assets, which includes wealth not invested in the market. From consulting on business acquisition to assisting in the smooth transition of businesses from one owner to the next, we are here to help every step of the way.
Schedule your appointment today.
Meet with us and begin planning your richer, fuller life.