Portfolio Management

Our Investment Philosophy

Our firm believes that a client’s needs should be well understood before any implementation has been recommended or started.  The building blocks of structuring a portfolio in your financial plan should start with understanding the clients risk tolerance and their time horizon.

While the majority of a portfolio’s return on a year to year basis is based on asset allocation asset class returns can and will vary over a period of time. Our job is to recognize those times and make the changes in the most tax efficient way.

Our client’s diversified portfolios are structured across many asset classes to maximize moves in the markets to the upside and also to minimize losses in a down market.  Markets in today’s world will be volatile, our focus is to minimize that volatility along with maximizing their return under those circumstances.

Portfolio Management Report