Investment Management Services from Portfolio Managers You Trust
What do your goals look like? Meet with us, develop a long-term game plan, and we'll run with it. Then, go see to your other duties.
Are You Managing, or Micromanaging?
Some people get a huge thrill out of micro-managing their portfolio. We love those guys, really (some of them work here). But as your holdings grow and mature, things do start to get a bit more complicated. You have better things to do than babysit your stocks. Take all of that work off your plate and put it on ours. Then use your free time doing something you love — whether that means spending more time with your family, developing one of your hobbies, or just curling up with a good book more often.
Protect Capital; Pursue Growth
Over the life of our firm (which has been a while), we have developed a process we call "Tactical Investment Management". The gist of it is to design an investment strategy that is protective of your current assets, seeks growth, and is flexible enough to adapt to changing market conditions. So, how do you design flexibility into a financial plan? And how much do you need? We can advise you with these kinds of judgement calls.
Institutions You Can Trust
Your investment accounts will be held by Fidelity Investments — one of the largest financial institutions in the world. It's just one more way we tailor your experience to give you piece of mind.
"An investment in knowledge always pays the best interest."
— Ben Franklin