Portfolio Strategies

Our Process

Your unique needs call for individualized investment expertise. Because our team of portfolio specialists is in-house and has a keen understanding of your individual objectives, the decisions we make directly reflect your goals, values, and, of course, your Financial Blueprint.

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.

Investment Process

It begins, as it should, with research and data gathering. Then, in daily team meetings, we share our findings, 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 portfolio decisions reflect your financial blueprint.

Investment Philosophy

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 the goal is to amass a portfolio or generate 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 are made in your portfolio, we always measure success by the Financial Blueprint created at the beginning of our relationship.

Build Your Financial Security

The more financial security you enjoy, the more choices you have in life. That’s why planning and building Your Financial House^® are so important. Because when you plan and build, you can lead a fulfilling life today while looking toward the future with confidence and promise.