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
Philosophy
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.
Process
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.
Price
We are a fee-only, registered investment advisor. We do not sell any investment products and do not accept nor derive any economic benefits from any other managers, investment entities or custodians. Our only source of income is the fees you pay for our services. As fiduciaries we hold a legal obligation to your best interest in mind when advising you on all aspects of your financial life.
Performance
We use the state-of-the-art Black Diamond software, a SS&C Advent Technology program, to track your portfolio performance, allocation, fees and other information. Black Diamond produces custom reports tailored to your unique needs. Updates and third-party integration capabilities make Black Diamond an industry leader.