We Invest With Purpose By:
- Understanding your unique financial situation and goals
- Creating a plan to meet your long term goals and cash management needs
- Appreciating your personal investment preferences and sensitivities
- Developing a close relationship with you by focusing on transparent communication
Every investment portfolio is uniquely designed for each client. Our philosophy is to have a diversified portfolio that focuses on being in the correct asset class over the long term. We constantly monitor global economic conditions and reacts appropriately within each portfolio.
We customize each portfolio with a mix of ETF’s (Exchange Traded Funds) and Mutual Funds (actively managed and passive). We use a variety of screening techniques through thousands of funds utilizing Morningstar and our custodians. Finally, we analyze risk based on your cash requirements, tolerance to market fluctuations and short and long-term objectives.